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

Elevate Wealth Advisory's AOA Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 39% in Q1 2026, buying an estimated $42.3K and bringing the position to 1,660 shares worth $147K. The position accounts for 0.09% of the portfolio, ranked #80.

Elevate Wealth Advisory first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

• Elevate Wealth Advisory held 1,660 shares of iShares Core 80/20 Aggressive Allocation ETF worth $147K as of Q1 2026.
• Elevate Wealth Advisory bought 464 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $42.3K.
• iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Elevate Wealth Advisory's portfolio in Q1 2026, its #80 holding.
• Elevate Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
• 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.