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Central Trust Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Central Trust Company’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Sell
6,522
-218
-3% -$20.8K 0.01% 424
2026
Q1 		$596K Buy
6,740
+196
+3% +$17.9K 0.01% 416
2025
Q4 		$586K Sell
6,544
-92
-1% -$8.19K 0.01% 408
2025
Q3 		$585K Buy
6,636
+45
+0.7% +$3.83K 0.01% 408
2025
Q2 		$550K Buy
6,591
+1,179
+22% +$92.2K 0.01% 403
2025
Q1 		$414K Buy
5,412
+129
+2% +$10.1K 0.01% 435
2024
Q4 		$405K Sell
5,283
-3
-0.1% -$235 0.01% 441
2024
Q3 		$417K Buy
5,286
+666
+14% +$50.6K 0.01% 439
2024
Q2 		$345K Sell
4,620
-26
-0.6% -$1.9K 0.01% 456
2024
Q1 		$341K Buy
4,646
+187
+4% +$13.2K 0.01% 479
2023
Q4 		$308K Sell
4,459
-933
-17% -$60.8K 0.01% 480
2023
Q3 		$342K Buy
+5,392
New +$354K 0.01% 458

Other funds holding AOA

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Central Trust Company's AOA Position: Q2 2026 in Review

Central Trust Company reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.2% in Q2 2026, selling an estimated $20.8K and leaving 6,522 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #424.

Central Trust Company first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Central Trust Company held 6,522 shares of iShares Core 80/20 Aggressive Allocation ETF worth $637K as of Q2 2026.
  • Central Trust Company sold 218 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $20.8K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Central Trust Company's portfolio in Q2 2026, its #424 holding.
  • Central Trust Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.