CA
AOA icon

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

CGN 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 		$1.9M Hold
19,466
– – 0.14% 135
2026
Q1 		$1.72M Buy
19,466
+276
+1% +$25.1K 0.14% 143
2025
Q4 		$1.72M Buy
19,190
+71
+0.4% +$6.32K 0.14% 138
2025
Q3 		$1.69M Sell
19,119
-148
-0.8% -$12.6K 0.14% 137
2025
Q2 		$1.61M Hold
19,267
– – 0.14% 135
2025
Q1 		$1.47M Buy
19,267
+1,201
+7% +$93.6K 0.14% 141
2024
Q4 		$1.38M Buy
18,066
+581
+3% +$45.5K 0.13% 139
2024
Q3 		$1.38M Buy
17,485
+669
+4% +$50.8K 0.14% 140
2024
Q2 		$1.26M Buy
16,816
+1,246
+8% +$91.1K 0.15% 143
2024
Q1 		$1.14M Buy
15,570
+345
+2% +$24.3K 0.15% 145
2023
Q4 		$1.05M Buy
15,225
+1,161
+8% +$75.7K 0.15% 144
2023
Q3 		$893K Buy
14,064
+1,278
+10% +$84K 0.12% 154
2023
Q2 		$848K Buy
12,786
+1,424
+13% +$91.6K 0.12% 148
2023
Q1 		$723K Buy
11,362
+5,990
+112% +$374K 0.11% 149
2022
Q4 		$321K Buy
5,372
+954
+22% +$56.5K 0.06% 184
2022
Q3 		$245K Hold
4,418
– – 0.06% 208
2022
Q2 		$265K Buy
4,418
+30
+0.7% +$1.91K 0.07% 186
2022
Q1 		$302K Hold
4,388
– – 0.08% 183
2021
Q4 		$320K Buy
4,388
+804
+22% +$57.9K 0.08% 178
2021
Q3 		$250K Buy
3,584
+12
+0.3% +$855 0.08% 176
2021
Q2 		$252K Buy
3,572
+31
+0.9% +$2.16K 0.08% 191
2021
Q1 		$237K Buy
3,541
+13
+0.4% +$859 0.09% 184
2020
Q4 		$226K Buy
+3,528
New +$216K 0.09% 180

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

CGN Advisors's AOA Position: Q2 2026 in Review

CGN Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 19,466 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #135.

CGN Advisors first reported a position in AOA in Q4 2020 and has held it in 23 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • CGN Advisors held 19,466 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.9M as of Q2 2026.
  • CGN Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.14% of CGN Advisors's portfolio in Q2 2026, its #135 holding.
  • CGN Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.