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CGC Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CGC Financial Services’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 		$12.8K Hold
131
– – ﹤0.01% 210
2026
Q1 		$11.6K Buy
131
+6
+5% +$547 ﹤0.01% 209
2025
Q4 		$11.2K Buy
125
+13
+12% +$1.16K ﹤0.01% 224
2025
Q3 		$9.87K Hold
112
– – ﹤0.01% 231
2025
Q2 		$9.34K Hold
112
– – ﹤0.01% 217
2025
Q1 		$8.57K Sell
112
-155
-58% -$12.1K ﹤0.01% 209
2024
Q4 		$20.5K Sell
267
-4
-1% -$313 0.01% 163
2024
Q3 		$21.4K Hold
271
– – 0.01% 159
2024
Q2 		$20.3K Hold
271
– – 0.01% 157
2024
Q1 		$19.9K Sell
271
-88
-25% -$6.21K 0.01% 162
2023
Q4 		$24.8K Buy
359
+3
+0.8% +$195 0.01% 152
2023
Q3 		$22.6K Buy
356
+32
+10% +$2.1K 0.02% 131
2023
Q2 		$21.5K Buy
+324
New +$20.8K 0.01% 138

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CGC Financial Services's AOA Position: Q2 2026 in Review

CGC Financial Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 131 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

CGC Financial Services first reported a position in AOA in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.8K in Q4 2023. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • CGC Financial Services held 131 shares of iShares Core 80/20 Aggressive Allocation ETF worth $12.8K as of Q2 2026.
  • CGC Financial Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #210 holding.
  • CGC Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $24.8K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.