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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
Q3 		$1.98M Sell
20,388
-62,312
-75% -$6.1M 0.05% 258
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

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

CX Institutional's AOA Position: Q3 2026 in Review

CX Institutional reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 75% in Q3 2026, selling an estimated $6.1M and leaving 20,388 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #258.

CX Institutional first reported a position in AOA in Q2 2018 and has held it in 34 quarters since. The position peaked at $39.8M in Q2 2025. 21 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • CX Institutional held 20,388 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.98M as of Q3 2026.
  • CX Institutional sold 62,312 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $6.1M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of CX Institutional's portfolio in Q3 2026, its #258 holding.
  • CX Institutional first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's iShares Core 80/20 Aggressive Allocation ETF position peaked at $39.8M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.