Cerity Partners
AOA icon

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

Cerity Partners’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 		$3.34M Buy
34,254
+342
+1% +$32.6K ﹤0.01% 1300
2026
Q1 		$3M Buy
33,912
+3,139
+10% +$286K ﹤0.01% 1257
2025
Q4 		$2.76M Buy
30,773
+2,726
+10% +$243K ﹤0.01% 1232
2025
Q3 		$2.47M Buy
28,047
+80
+0.3% +$6.81K ﹤0.01% 1193
2025
Q2 		$2.33M Buy
27,967
+58
+0.2% +$4.54K ﹤0.01% 1145
2025
Q1 		$2.14M Buy
27,909
+105
+0.4% +$8.18K ﹤0.01% 1099
2024
Q4 		$2.13M Buy
27,804
+351
+1% +$27.5K ﹤0.01% 1079
2024
Q3 		$2.17M Sell
27,453
-818
-3% -$62.1K ﹤0.01% 1059
2024
Q2 		$2.11M Buy
28,271
+120
+0.4% +$8.77K 0.01% 887
2024
Q1 		$2.07M Sell
28,151
-519
-2% -$36.6K 0.01% 953
2023
Q4 		$1.98M Buy
28,670
+1,013
+4% +$66K 0.01% 776
2023
Q3 		$1.76M Sell
27,657
-791
-3% -$52K 0.01% 612
2023
Q2 		$1.89M Buy
+28,448
New +$1.83M 0.01% 743

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's AOA Position: Q2 2026 in Review

Cerity Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1% in Q2 2026, buying an estimated $32.6K and bringing the position to 34,254 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Cerity Partners first reported a position in AOA in Q2 2023 and has held it in 13 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Cerity Partners held 34,254 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.34M as of Q2 2026.
  • Cerity Partners bought 342 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $32.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1300 holding.
  • Cerity Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 13 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's 13F filing for Q2 2026, filed 14 Aug 2026.