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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

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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. 191 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.
  • 191 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.