Cora Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cora Capital 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 Q1	$232K	Hold	2,625	–	–	0.08%	118
2025 Q4	$235K	Buy	2,625 +8	+0.3%	+$712	0.09%	111
2025 Q3	$231K	Hold	2,617	–	–	0.1%	99
2025 Q2	$218K	Hold	2,617	–	–	0.1%	102
2025 Q1	$200K	Hold	2,617	–	–	0.1%	102
2024 Q4	$200K	Hold	2,617	–	–	0.1%	102
2024 Q3	$207K	Sell	2,617 -325	-11%	-$24.7K	0.1%	95
2024 Q2	$220K	Hold	2,942	–	–	0.11%	89
2024 Q1	$216K	Buy	+2,942	New	+$208K	0.12%	86
2023 Q2	–	Sell	-4,081	Closed	-$260K	–	94
2023 Q1	$260K	Sell	4,081 -105	-3%	-$6.56K	0.19%	72
2022 Q4	$250K	Buy	+4,186	New	+$248K	0.17%	65

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cora Capital Advisors's AOA Position: Q1 2026 in Review

Cora Capital Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 2,625 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #118.

Cora Capital Advisors first reported a position in AOA in Q4 2022 and has held it in 11 quarters since. The position peaked at $260K in Q1 2023. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Cora Capital Advisors held 2,625 shares of iShares Core 80/20 Aggressive Allocation ETF worth $232K as of Q1 2026.
Cora Capital Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Cora Capital Advisors's portfolio in Q1 2026, its #118 holding.
Cora Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 11 quarters since.
Cora Capital Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $260K in Q1 2023.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.