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

CoreCap 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 Q3	$282K	Sell	2,898 -237	-8%	-$23.2K	0.01%	723
2026 Q2	$306K	Buy	3,135 +67	+2%	+$6.39K	0.01%	708
2026 Q1	$271K	Buy	3,068 +59	+2%	+$5.37K	0.01%	696
2025 Q4	$269K	Sell	3,009 -394	-12%	-$35.1K	0.01%	689
2025 Q3	$300K	Buy	3,403 +223	+7%	+$19K	0.01%	676
2025 Q2	$265K	Buy	3,180 +19	+0.6%	+$1.49K	0.01%	665
2025 Q1	$242K	Buy	3,161 +651	+26%	+$50.7K	0.01%	635
2024 Q4	$192K	Buy	2,510 +220	+10%	+$17.2K	0.01%	720
2024 Q3	$181K	Buy	+2,290	New	+$174K	0.01%	728
2024 Q2	–	Sell	-2,701	Closed	-$198K	–	1650
2024 Q1	$198K	Buy	+2,701	New	+$191K	0.01%	632
2022 Q4	$155K	Buy	+2,591	New	+$153K	0.01%	593
2022 Q3	–	Sell	-1,525	Closed	-$91K	–	605
2022 Q2	$91K	Buy	+1,525	New	+$97.1K	0.01%	722
2022 Q1	–	Sell	-1,492	Closed	-$109K	–	616
2021 Q4	$109K	Buy	+1,492	New	+$108K	0.01%	722

Other funds holding AOA

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

CoreCap Advisors's AOA Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.6% in Q3 2026, selling an estimated $23.2K and leaving 2,898 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #723.

CoreCap Advisors first reported a position in AOA in Q4 2021 and has held it in 13 quarters since. The position peaked at $306K in Q2 2026. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

CoreCap Advisors held 2,898 shares of iShares Core 80/20 Aggressive Allocation ETF worth $282K as of Q3 2026.
CoreCap Advisors sold 237 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $23.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #723 holding.
CoreCap Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $306K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.