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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.2M Sell
22,493
-3,088
-12% -$295K 0.03% 147
2026
Q1 		$2.26M Buy
25,581
+871
+4% +$79.3K 0.03% 137
2025
Q4 		$2.21M Sell
24,710
-786
-3% -$70K 0.03% 128
2025
Q3 		$2.25M Sell
25,496
-1,620
-6% -$138K 0.04% 122
2025
Q2 		$2.26M Sell
27,116
-515
-2% -$40.3K 0.04% 118
2025
Q1 		$2.11M Buy
27,631
+710
+3% +$55.3K 0.04% 122
2024
Q4 		$2.06M Sell
26,921
-98
-0.4% -$7.68K 0.04% 114
2024
Q3 		$2.13M Buy
27,019
+167
+0.6% +$12.7K 0.05% 112
2024
Q2 		$2.01M Buy
26,852
+322
+1% +$23.5K 0.04% 107
2024
Q1 		$1.95M Sell
26,530
-1,407
-5% -$99.3K 0.04% 101
2023
Q4 		$1.93M Buy
27,937
+343
+1% +$22.4K 0.05% 105
2023
Q3 		$1.75M Sell
27,594
-1,526
-5% -$100K 0.05% 103
2023
Q2 		$1.93M Buy
29,120
+1,681
+6% +$108K 0.05% 103
2023
Q1 		$1.74M Buy
27,439
+2,935
+12% +$183K 0.05% 110
2022
Q4 		$1.46M Buy
24,504
+183
+0.8% +$10.8K 0.05% 121
2022
Q3 		$1.35M Buy
24,321
+432
+2% +$26.3K 0.17% 49
2022
Q2 		$1.43M Buy
23,889
+6,433
+37% +$409K 0.06% 119
2022
Q1 		$1.2M Buy
17,456
+6,939
+66% +$480K 0.04% 133
2021
Q4 		$766K Buy
10,517
+1,909
+22% +$138K 0.03% 138
2021
Q3 		$601K Buy
+8,608
New +$613K 0.02% 202

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

CLA (CliftonLarsonAllen) Wealth Advisors's AOA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, selling an estimated $295K and leaving 22,493 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #147.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AOA in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 22,493 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,088 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $295K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and has held it in 20 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.26M in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.