Clear Creek Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clear Creek Financial Management’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	$1.11M	Buy	11,415 +1,009	+10%	+$96.3K	0.07%	262
2026 Q1	$921K	Buy	10,406 +834	+9%	+$76K	0.07%	267
2025 Q4	$857K	Sell	9,572 -153	-2%	-$13.6K	0.07%	270
2025 Q3	$857K	Buy	9,725 +286	+3%	+$24.4K	0.07%	258
2025 Q2	$787K	Sell	9,439 -380	-4%	-$29.7K	0.07%	265
2025 Q1	$751K	Sell	9,819 -1,913	-16%	-$149K	0.08%	241
2024 Q4	$899K	Sell	11,732 -581	-5%	-$45.5K	0.1%	209
2024 Q3	$972K	Sell	12,313 -142	-1%	-$10.8K	0.11%	174
2024 Q2	$931K	Buy	12,455 +43	+0.3%	+$3.14K	0.11%	167
2024 Q1	$911K	Buy	12,412 +513	+4%	+$36.2K	0.12%	161
2023 Q4	$821K	Buy	11,899 +698	+6%	+$45.5K	0.13%	137
2023 Q3	$711K	Buy	11,201 +906	+9%	+$59.5K	0.12%	135
2023 Q2	$683K	Buy	10,295 +784	+8%	+$50.4K	0.12%	142
2023 Q1	$605K	Buy	9,511 +2,012	+27%	+$126K	0.11%	139
2022 Q4	$448K	Buy	7,499 +200	+3%	+$11.8K	0.1%	162
2022 Q3	$405K	Sell	7,299 -171	-2%	-$10.4K	0.09%	161
2022 Q2	$447K	Sell	7,470 -2,156	-22%	-$137K	0.09%	164
2022 Q1	$664K	Buy	9,626 +352	+4%	+$24.3K	0.1%	159
2021 Q4	$675K	Sell	9,274 -176	-2%	-$12.7K	0.1%	158
2021 Q3	$660K	Buy	9,450 +231	+3%	+$16.5K	0.11%	164
2021 Q2	$651K	Buy	9,219 +1,165	+14%	+$81K	0.1%	162
2021 Q1	$561K	Sell	8,054 -7,820	-49%	-$516K	1.13%	31
2020 Q4	$1.02M	Buy	+15,874	New	+$970K	0.2%	114
2020 Q3	–	Sell	-18,729	Closed	-$1.03M	–	90
2020 Q2	$1.03M	Buy	18,729 +1,214	+7%	+$63.2K	0.27%	60
2020 Q1	$883K	Buy	17,515 +3,038	+21%	+$166K	0.34%	46
2019 Q4	$843K	Buy	14,477 +1,730	+14%	+$97.5K	0.33%	44
2019 Q3	$723K	Buy	12,747 +757	+6%	+$41.2K	0.35%	40
2019 Q2	$661K	Buy	+11,990	New	+$648K	0.28%	52

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

Clear Creek Financial Management's AOA Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.7% in Q2 2026, buying an estimated $96.3K and bringing the position to 11,415 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #262.

Clear Creek Financial Management first reported a position in AOA in Q2 2019 and has held it in 28 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Clear Creek Financial Management held 11,415 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.11M as of Q2 2026.
Clear Creek Financial Management bought 1,009 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $96.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q2 2026, its #262 holding.
Clear Creek Financial Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and has held it in 28 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.