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CX Institutional’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CX Institutional’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 		$8.07M Buy
82,700
+55,223
+201% +$5.27M 0.23% 105
2026
Q1 		$2.43M Sell
27,477
-66,943
-71% -$6.1M 0.07% 233
2025
Q4 		$8.46M Buy
94,420
+559
+0.6% +$49.8K 0.25% 100
2025
Q3 		$8.27M Sell
93,861
-382,937
-80% -$32.6M 0.25% 91
2025
Q2 		$39.8M Buy
476,798
+475,983
+58,403% +$37.2M 1.39% 19
2025
Q1 		$62K Sell
815
-5,418
-87% -$422K ﹤0.01% 809
2024
Q4 		$478K Buy
6,233
+2,475
+66% +$194K 0.02% 348
2024
Q3 		$297K Sell
3,758
-739
-16% -$56.1K 0.01% 468
2024
Q2 		$336K Buy
4,497
+30
+0.7% +$2.19K 0.02% 437
2024
Q1 		$328K Buy
4,467
+286
+7% +$20.2K 0.02% 431
2023
Q4 		$289K Sell
4,181
-71
-2% -$4.63K 0.02% 416
2023
Q3 		$270K Sell
4,252
-15,992
-79% -$1.05M 0.01% 419
2023
Q2 		$1.34M Sell
20,244
-1,492
-7% -$96K 0.07% 242
2023
Q1 		$1.39M Sell
21,736
-484
-2% -$30.2K 0.07% 253
2022
Q4 		$1.33M Sell
22,220
-1,442
-6% -$85.4K 0.08% 243
2022
Q3 		$1.31M Buy
23,662
+1,240
+6% +$75.4K 0.09% 227
2022
Q2 		$1.34M Buy
22,422
+450
+2% +$28.6K 0.1% 219
2022
Q1 		$1.51M Sell
21,972
-779
-3% -$53.9K 0.12% 187
2021
Q4 		$1.66M Buy
22,751
+650
+3% +$46.8K 0.13% 163
2021
Q3 		$1.54M Sell
22,101
-2,090
-9% -$149K 0.13% 175
2021
Q2 		$1.71M Buy
24,191
+955
+4% +$66.4K 0.14% 170
2021
Q1 		$1.55M Buy
23,236
+520
+2% +$34.3K 0.14% 174
2020
Q4 		$1.46M Buy
22,716
+2,625
+13% +$160K 0.14% 172
2020
Q3 		$1.17M Buy
20,091
+1,921
+11% +$111K 0.13% 164
2020
Q2 		$997K Buy
18,170
+291
+2% +$15.1K 0.13% 148
2020
Q1 		$849K Buy
17,879
+4,093
+30% +$224K 0.14% 142
2019
Q4 		$800K Buy
13,786
+59
+0.4% +$3.33K 0.14% 123
2019
Q3 		$754K Buy
13,727
+295
+2% +$16.1K 0.12% 144
2019
Q2 		$741K Buy
13,432
+776
+6% +$41.9K 0.12% 142
2019
Q1 		$677K Sell
12,656
-1,053
-8% -$54.6K 0.12% 150
2018
Q4 		$666K Buy
13,709
+2,543
+23% +$130K 0.14% 112
2018
Q3 		$610K Buy
11,166
+1,938
+21% +$105K 0.2% 97
2018
Q2 		$493K Buy
+9,228
New +$497K 0.18% 97

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

CX Institutional's AOA Position: Q2 2026 in Review

CX Institutional increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 201% in Q2 2026, buying an estimated $5.27M and bringing the position to 82,700 shares worth $8.07M. The position accounts for 0.23% of the portfolio, ranked #105.

CX Institutional first reported a position in AOA in Q2 2018 and has held it in 33 quarters since. The position peaked at $39.8M in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • CX Institutional held 82,700 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.07M as of Q2 2026.
  • CX Institutional bought 55,223 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $5.27M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.23% of CX Institutional's portfolio in Q2 2026, its #105 holding.
  • CX Institutional first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's iShares Core 80/20 Aggressive Allocation ETF position peaked at $39.8M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.