Gallacher Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gallacher Capital Management’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	$588K	Buy	6,023 +393	+7%	+$37.5K	0.33%	79
2026 Q1	$498K	Sell	5,630 -911	-14%	-$83K	0.19%	155
2025 Q4	$586K	Sell	6,541 -711	-10%	-$63.3K	0.23%	132
2025 Q3	$639K	Sell	7,252 -436	-6%	-$37.1K	0.25%	125
2025 Q2	$641K	Sell	7,688 -5,924	-44%	-$463K	0.3%	74
2025 Q1	$1.04M	Buy	13,612 +6,001	+79%	+$468K	0.51%	36
2024 Q4	$583K	Buy	7,611 +2,614	+52%	+$205K	0.29%	69
2024 Q3	$394K	Buy	4,997 +384	+8%	+$29.2K	0.18%	144
2024 Q2	$345K	Sell	4,613 -625	-12%	-$45.7K	0.18%	161
2024 Q1	$385K	Buy	5,238 +33	+0.6%	+$2.33K	0.2%	134
2023 Q4	$359K	Buy	5,205 +271	+5%	+$17.7K	0.2%	128
2023 Q3	$313K	Buy	4,934 +359	+8%	+$23.6K	0.2%	133
2023 Q2	$304K	Sell	4,575 -613	-12%	-$39.4K	0.18%	164
2023 Q1	$330K	Buy	5,188 +833	+19%	+$52K	0.2%	141
2022 Q4	$260K	Buy	+4,355	New	+$258K	0.16%	167

Other funds holding AOA

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Gallacher Capital Management's AOA Position: Q2 2026 in Review

Gallacher Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7% in Q2 2026, buying an estimated $37.5K and bringing the position to 6,023 shares worth $588K. The position accounts for 0.33% of the portfolio, ranked #79.

Gallacher Capital Management first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2025. 119 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Gallacher Capital Management held 6,023 shares of iShares Core 80/20 Aggressive Allocation ETF worth $588K as of Q2 2026.
Gallacher Capital Management bought 393 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $37.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.33% of Gallacher Capital Management's portfolio in Q2 2026, its #79 holding.
Gallacher Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.04M in Q1 2025.
119 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.