Mountain Capital Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mountain Capital Investment Advisors’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	$751K	Sell	7,693 -349	-4%	-$33.3K	0.11%	29
2026 Q1	$758K	Buy	8,042 +620	+8%	+$56.5K	0.11%	25
2025 Q4	$680K	Sell	7,422 -82	-1%	-$7.3K	0.11%	28
2025 Q3	$664K	Sell	7,504 -109	-1%	-$9.28K	0.12%	28
2025 Q2	$634K	Buy	7,613 +229	+3%	+$17.9K	0.12%	22
2025 Q1	$560K	Buy	7,384 +110	+2%	+$8.57K	0.12%	25
2024 Q4	$565K	Sell	7,274 -236	-3%	-$18.5K	0.12%	24
2024 Q3	$589K	Buy	7,510 +437	+6%	+$33.2K	0.13%	25
2024 Q2	$540K	Buy	7,073 +1,455	+26%	+$106K	0.13%	23
2024 Q1	$410K	Sell	5,618 -87	-2%	-$6.14K	0.11%	24
2023 Q4	$392K	Buy	5,705 +220	+4%	+$14.3K	0.13%	45
2023 Q3	$352K	Sell	5,485 -498	-8%	-$32.7K	0.13%	43
2023 Q2	$402K	Buy	5,983 +1,035	+21%	+$66.6K	0.15%	54
2023 Q1	$318K	Sell	4,948 -1,262	-20%	-$78.8K	0.14%	55
2022 Q4	$382K	Sell	6,210 -554	-8%	-$32.8K	0.17%	63
2022 Q3	$379K	Buy	6,764 +388	+6%	+$23.6K	0.2%	78
2022 Q2	$384K	Buy	6,376 +1,269	+25%	+$80.8K	0.19%	68
2022 Q1	$343K	Buy	+5,107	New	+$353K	0.16%	81

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mountain Capital Investment Advisors's AOA Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.3% in Q2 2026, selling an estimated $33.3K and leaving 7,693 shares worth $751K. The position accounts for 0.11% of the portfolio, ranked #29.

Mountain Capital Investment Advisors first reported a position in AOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $758K in Q1 2026. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Mountain Capital Investment Advisors held 7,693 shares of iShares Core 80/20 Aggressive Allocation ETF worth $751K as of Q2 2026.
Mountain Capital Investment Advisors sold 349 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $33.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #29 holding.
Mountain Capital Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
Mountain Capital Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $758K in Q1 2026.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.