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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.4K Buy
219
+6
+3% +$572 0.01% 409
2026
Q1
$18.9K Buy
213
+21
+11% +$1.91K ﹤0.01% 406
2025
Q4
$17.2K Buy
+192
New +$17.1K ﹤0.01% 407

Other funds holding AOA

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

Elevated Capital Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.8% in Q2 2026, buying an estimated $572 and bringing the position to 219 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #409.

Elevated Capital Advisors first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Elevated Capital Advisors held 219 shares of iShares Core 80/20 Aggressive Allocation ETF worth $21.4K as of Q2 2026.
  • Elevated Capital Advisors bought 6 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $572.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #409 holding.
  • Elevated Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.