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 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

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

CoreCap Advisors's AOA Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.2% in Q2 2026, buying an estimated $6.39K and bringing the position to 3,135 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #708.

CoreCap Advisors first reported a position in AOA in Q4 2021 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

CoreCap Advisors held 3,135 shares of iShares Core 80/20 Aggressive Allocation ETF worth $306K as of Q2 2026.
CoreCap Advisors bought 67 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $6.39K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #708 holding.
CoreCap Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 12 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.