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Central Valley Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Central Valley Advisors’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 		$210K Buy
+2,151
New +$205K 0.05% 185

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 Valley Advisors's AOA Position: Q2 2026 in Review

Central Valley Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,151 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Central Valley Advisors held 2,151 shares of iShares Core 80/20 Aggressive Allocation ETF worth $210K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Central Valley Advisors position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Central Valley Advisors's portfolio in Q2 2026, its #185 holding.
  • 209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.