Corepath Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Corepath Wealth Partners’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	$222K	Buy	2,300 +1	+0%	+$95	0.14%	41
2026 Q1	$210K	Sell	2,299 -1	-0%	-$91	0.14%	41
2025 Q4	$211K	Buy	+2,300	New	+$205K	0.14%	41
2024 Q1	–	Sell	-6,997	Closed	-$476K	–	23
2023 Q4	$476K	Buy	6,997 +1,570	+29%	+$102K	0.27%	24
2023 Q3	$343K	Buy	5,427 +913	+20%	+$60K	0.21%	27
2023 Q2	$302K	Sell	4,514 -258	-5%	-$16.6K	0.18%	32
2023 Q1	$305K	Buy	4,772 +227	+5%	+$14.2K	0.19%	31
2022 Q4	$279K	Buy	4,545 +135	+3%	+$7.99K	0.19%	32
2022 Q3	$248K	Buy	4,410 +93	+2%	+$5.65K	0.18%	32
2022 Q2	$254K	Sell	4,317 -339	-7%	-$21.6K	0.19%	31
2022 Q1	$305K	Sell	4,656 -1,572	-25%	-$109K	0.21%	29
2021 Q4	$447K	Buy	6,228 +282	+5%	+$20.3K	0.32%	27
2021 Q3	$415K	Buy	5,946 +351	+6%	+$25K	0.32%	27
2021 Q2	$399K	Buy	5,595 +866	+18%	+$60.2K	0.31%	29
2021 Q1	$324K	Sell	4,729 -528	-10%	-$34.9K	0.28%	29
2020 Q4	$338K	Buy	+5,257	New	+$321K	0.35%	28

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

Corepath Wealth Partners's AOA Position: Q2 2026 in Review

Corepath Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.04% in Q2 2026, buying an estimated $95 and bringing the position to 2,300 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #41.

Corepath Wealth Partners first reported a position in AOA in Q4 2020 and has held it in 16 quarters since. The position peaked at $476K in Q4 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Corepath Wealth Partners held 2,300 shares of iShares Core 80/20 Aggressive Allocation ETF worth $222K as of Q2 2026.
Corepath Wealth Partners bought 1 iShares Core 80/20 Aggressive Allocation ETF share in Q2 2026, an estimated $95.
iShares Core 80/20 Aggressive Allocation ETF made up 0.14% of Corepath Wealth Partners's portfolio in Q2 2026, its #41 holding.
Corepath Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 16 quarters since.
Corepath Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $476K in Q4 2023.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.