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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 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. 116 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.
116 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.