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

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B 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 $454M AUM 31.05% 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
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return