Cetera Investment Advisers’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cetera Investment Advisers’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	$6.14M	Buy	62,920 +949	+2%	+$90.5K	0.01%	1466
2026 Q1	$5.48M	Sell	61,971 -1,742	-3%	-$159K	0.01%	1450
2025 Q4	$5.71M	Sell	63,713 -73,826	-54%	-$6.57M	0.01%	1380
2025 Q3	$12.1M	Buy	137,539 +5,638	+4%	+$480K	0.01%	877
2025 Q2	$11M	Buy	131,901 +17,919	+16%	+$1.4M	0.02%	776
2025 Q1	$8.72M	Buy	113,982 +44,152	+63%	+$3.44M	0.02%	839
2024 Q4	$5.35M	Buy	69,830 +49,477	+243%	+$3.88M	0.01%	1004
2024 Q3	$1.61M	Buy	20,353 +26	+0.1%	+$1.98K	﹤0.01%	1779
2024 Q2	$1.52M	Sell	20,327 -685	-3%	-$50.1K	﹤0.01%	1781
2024 Q1	$1.54M	Buy	+21,012	New	+$1.48M	﹤0.01%	1746
2022 Q4	–	Sell	-4,376	Closed	-$243K	–	2113
2022 Q3	$243K	Buy	+4,376	New	+$266K	﹤0.01%	1399

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers's AOA Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q2 2026, buying an estimated $90.5K and bringing the position to 62,920 shares worth $6.14M. The position accounts for 0.01% of the portfolio, ranked #1466.

Cetera Investment Advisers first reported a position in AOA in Q3 2022 and has held it in 11 quarters since. The position peaked at $12.1M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Cetera Investment Advisers held 62,920 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.14M as of Q2 2026.
Cetera Investment Advisers bought 949 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $90.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1466 holding.
Cetera Investment Advisers first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and has held it in 11 quarters since.
Cetera Investment Advisers's iShares Core 80/20 Aggressive Allocation ETF position peaked at $12.1M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.