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Cerity Partners Retirement Plan Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cerity Partners Retirement Plan 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 		$1.71M Buy
17,546
+2,042
+13% +$195K 0.71% 13
2026
Q1 		$1.34M Buy
+15,504
New +$1.41M 0.68% 15

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cerity Partners Retirement Plan Advisors's AOA Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q2 2026, buying an estimated $195K and bringing the position to 17,546 shares worth $1.71M. The position accounts for 0.71% of the portfolio, ranked #13.

Cerity Partners Retirement Plan Advisors first reported a position in AOA in Q1 2026 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors held 17,546 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.71M as of Q2 2026.
  • Cerity Partners Retirement Plan Advisors bought 2,042 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $195K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.71% of Cerity Partners Retirement Plan Advisors's portfolio in Q2 2026, its #13 holding.
  • Cerity Partners Retirement Plan Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cerity Partners Retirement Plan Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.