Elevation Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Elevation Wealth Partners’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	$115K	Buy	1,174 +4	+0.3%	+$382	0.03%	179
2026 Q1	$104K	Sell	1,170 -33	-3%	-$3.01K	0.04%	164
2025 Q4	$108K	Buy	1,203 +14	+1%	+$1.25K	0.04%	163
2025 Q3	$105K	Buy	1,189 +9	+0.8%	+$766	0.04%	168
2025 Q2	$98.4K	Buy	1,180 +4	+0.3%	+$313	0.04%	177
2025 Q1	$90K	Hold	1,176	–	–	0.04%	180
2024 Q4	$90.1K	Buy	1,176 +15	+1%	+$1.18K	0.04%	178
2024 Q3	$91.6K	Buy	1,161 +8	+0.7%	+$608	0.04%	173
2024 Q2	$86.2K	Buy	1,153 +4	+0.3%	+$292	0.04%	173
2024 Q1	$84.4K	Buy	1,149 +14	+1%	+$988	0.04%	175
2023 Q4	$72.1K	Hold	1,135	–	–	0.04%	178
2023 Q3	$72.1K	Sell	1,135 -487	-30%	-$32K	0.06%	120
2023 Q2	$108K	Buy	1,622 +4	+0.2%	+$257	0.09%	94
2023 Q1	$103K	Buy	+1,618	New	+$101K	0.09%	99

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Elevation Wealth Partners's AOA Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.34% in Q2 2026, buying an estimated $382 and bringing the position to 1,174 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #179.

Elevation Wealth Partners first reported a position in AOA in Q1 2023 and has held it in 14 quarters since. 200 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Elevation Wealth Partners held 1,174 shares of iShares Core 80/20 Aggressive Allocation ETF worth $115K as of Q2 2026.
Elevation Wealth Partners bought 4 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $382.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #179 holding.
Elevation Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and has held it in 14 quarters since.
200 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.