Elevate Wealth Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Elevate Wealth Advisory's AOA Position: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.9% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,675 shares worth $163K. The position accounts for 0.09% of the portfolio, ranked #84.

Elevate Wealth Advisory first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

• Elevate Wealth Advisory held 1,675 shares of iShares Core 80/20 Aggressive Allocation ETF worth $163K as of Q2 2026.
• Elevate Wealth Advisory bought 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.43K.
• iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Elevate Wealth Advisory's portfolio in Q2 2026, its #84 holding.
• Elevate Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
• 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.