Client 1st Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Client 1st Advisory 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	$261K	Sell	2,676 -175	-6%	-$16.7K	0.07%	123
2026 Q1	$252K	Buy	2,851 +6	+0.2%	+$547	0.08%	120
2025 Q4	$255K	Hold	2,845	–	–	0.08%	123
2025 Q3	$251K	Sell	2,845 -471	-14%	-$40.1K	0.08%	117
2025 Q2	$277K	Sell	3,316 -329	-9%	-$25.7K	0.1%	102
2025 Q1	$279K	Sell	3,645 -162	-4%	-$12.6K	0.11%	96
2024 Q4	$292K	Buy	3,807 +90	+2%	+$7.05K	0.11%	99
2024 Q3	$293K	Sell	3,717 -174	-4%	-$13.2K	0.12%	94
2024 Q2	$291K	Sell	3,891 -334	-8%	-$24.4K	0.13%	88
2024 Q1	$310K	Sell	4,225 -422	-9%	-$29.8K	0.14%	83
2023 Q4	$321K	Sell	4,647 -532	-10%	-$34.7K	0.16%	73
2023 Q3	$329K	Sell	5,179 -967	-16%	-$63.5K	0.17%	70
2023 Q2	$408K	Sell	6,146 -440	-7%	-$28.3K	0.21%	62
2023 Q1	$419K	Buy	6,586 +464	+8%	+$29K	0.23%	57
2022 Q4	$366K	Buy	6,122 +81	+1%	+$4.79K	0.21%	56
2022 Q3	$335K	Sell	6,041 -340	-5%	-$20.7K	0.21%	57
2022 Q2	$382K	Buy	6,381 +110	+2%	+$7K	0.23%	48
2022 Q1	$432K	Buy	6,271 +896	+17%	+$62K	0.21%	55
2021 Q4	$391K	Buy	5,375 +151	+3%	+$10.9K	0.19%	52
2021 Q3	$365K	Buy	5,224 +178	+4%	+$12.7K	0.19%	51
2021 Q2	$356K	Sell	5,046 -148	-3%	-$10.3K	0.18%	49
2021 Q1	$348K	Sell	5,194 -410	-7%	-$27.1K	0.2%	44
2020 Q4	$364K	Buy	5,604 +287	+5%	+$17.5K	0.24%	37
2020 Q3	$326K	Buy	+5,317	New	+$307K	0.23%	40

Other funds holding AOA

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Client 1st Advisory Group's AOA Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.1% in Q2 2026, selling an estimated $16.7K and leaving 2,676 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #123.

Client 1st Advisory Group first reported a position in AOA in Q3 2020 and has held it in 24 quarters since. The position peaked at $432K in Q1 2022. 90 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Client 1st Advisory Group held 2,676 shares of iShares Core 80/20 Aggressive Allocation ETF worth $261K as of Q2 2026.
Client 1st Advisory Group sold 175 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $16.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #123 holding.
Client 1st Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and has held it in 24 quarters since.
Client 1st Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $432K in Q1 2022.
90 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.