Cypress Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cypress Capital Advisors’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	$671K	Buy	6,878 +3	+0%	+$286	0.28%	50
2026 Q1	$608K	Sell	6,875 -10	-0.1%	-$911	0.33%	49
2025 Q4	$617K	Sell	6,885 -468	-6%	-$41.7K	0.33%	47
2025 Q3	$648K	Sell	7,353 -283	-4%	-$24.1K	0.37%	48
2025 Q2	$637K	Sell	7,636 -457	-6%	-$35.7K	0.4%	48
2025 Q1	$619K	Sell	8,093 -646	-7%	-$50.3K	0.43%	48
2024 Q4	$669K	Buy	+8,739	New	+$684K	0.52%	40

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

Cypress Capital Advisors's AOA Position: Q2 2026 in Review

Cypress Capital Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.04% in Q2 2026, buying an estimated $286 and bringing the position to 6,878 shares worth $671K. The position accounts for 0.28% of the portfolio, ranked #50.

Cypress Capital Advisors first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Cypress Capital Advisors held 6,878 shares of iShares Core 80/20 Aggressive Allocation ETF worth $671K as of Q2 2026.
Cypress Capital Advisors bought 3 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $286.
iShares Core 80/20 Aggressive Allocation ETF made up 0.28% of Cypress Capital Advisors's portfolio in Q2 2026, its #50 holding.
Cypress Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.