CI
AOA icon

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

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return