Chicago Partners Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Chicago Partners Investment Group’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	$722K	Buy	7,544 +549	+8%	+$52.4K	0.01%	803
2026 Q1	$659K	Buy	6,995 +1,369	+24%	+$125K	0.01%	735
2025 Q4	$516K	Buy	5,626 +330	+6%	+$29.4K	0.01%	748
2025 Q3	$477K	Buy	5,296 +368	+7%	+$31.3K	0.01%	728
2025 Q2	$416K	Buy	+4,928	New	+$385K	0.01%	679
2022 Q1	–	Sell	-3,060	Closed	-$211K	–	569
2021 Q4	$211K	Buy	3,060 +8	+0.3%	+$577	0.02%	514
2021 Q3	$223K	Buy	3,052 +2	+0.1%	+$142	0.02%	518
2021 Q2	$216K	Buy	3,050 +5	+0.2%	+$348	0.02%	488
2021 Q1	$212K	Buy	+3,045	New	+$201K	0.02%	478

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

Chicago Partners Investment Group's AOA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.8% in Q2 2026, buying an estimated $52.4K and bringing the position to 7,544 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #803.

Chicago Partners Investment Group first reported a position in AOA in Q1 2021 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Chicago Partners Investment Group held 7,544 shares of iShares Core 80/20 Aggressive Allocation ETF worth $722K as of Q2 2026.
Chicago Partners Investment Group bought 549 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $52.4K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #803 holding.
Chicago Partners Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.