Elevation Capital Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
FIA
EIG
MFIM
Elevation Capital Advisory's AOA Position: Q4 2025 in Review
Elevation Capital Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 34,454 shares — an estimated $3.04M sold.
Elevation Capital Advisory first reported a position in AOA in Q2 2024 and held it in 4 quarters. The position peaked at $3.25M in Q4 2024. 405 funds tracked by Wall St. Rank hold AOA as of Q4 2025.
- Elevation Capital Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
- Elevation Capital Advisory sold 34,454 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $3.04M.
- Elevation Capital Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and held it in 4 quarters.
- Elevation Capital Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.25M in Q4 2024.
- 405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.
Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.