Krilogy Financial’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
$712K Sell
7,300
-890
-11% -$84.9K 0.02% 506
2026
Q1
$766K Buy
8,190
+536
+7% +$48.8K 0.02% 444
2025
Q4
$704K Buy
7,654
+375
+5% +$33.4K 0.02% 445
2025
Q3
$648K Buy
+7,279
New +$620K 0.02% 447

Other funds holding AOA

Krilogy Financial's AOA Position: Q2 2026 in Review

Krilogy Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 11% in Q2 2026, selling an estimated $84.9K and leaving 7,300 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #506.

Krilogy Financial first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $766K in Q1 2026. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Krilogy Financial held 7,300 shares of iShares Core 80/20 Aggressive Allocation ETF worth $712K as of Q2 2026.
  • Krilogy Financial sold 890 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $84.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #506 holding.
  • Krilogy Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $766K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.