Concurrent Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Concurrent Investment 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	$1.68M	Buy	17,229 +5,686	+49%	+$542K	0.01%	774
2026 Q1	$1.02M	Sell	11,543 -128	-1%	-$11.7K	0.01%	869
2025 Q4	$1.05M	Buy	11,671 +236	+2%	+$21K	0.01%	812
2025 Q3	$1.01M	Buy	11,435 +98	+0.9%	+$8.35K	0.02%	653
2025 Q2	$946K	Buy	+11,337	New	+$887K	0.02%	611
2025 Q1	–	Sell	-4,014	Closed	-$308K	–	1241
2024 Q4	$308K	Sell	4,014 -27	-0.7%	-$2.12K	0.01%	820
2024 Q3	$319K	Buy	4,041 +612	+18%	+$46.5K	0.01%	758
2024 Q2	$256K	Buy	+3,429	New	+$251K	0.01%	788

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Concurrent Investment Advisors's AOA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 49% in Q2 2026, buying an estimated $542K and bringing the position to 17,229 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #774.

Concurrent Investment Advisors first reported a position in AOA in Q2 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Concurrent Investment Advisors held 17,229 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.68M as of Q2 2026.
Concurrent Investment Advisors bought 5,686 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $542K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #774 holding.
Concurrent Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.