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

Pacifica 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 Q3	–	Sell	-520	Closed	-$50.5K	–	404
2026 Q2	$50.5K	Buy	520 +1	+0.2%	+$95	0.02%	194
2026 Q1	$45.9K	Buy	+519	New	+$47.3K	0.02%	199

Other funds holding AOA

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Pacifica Partners's AOA Position: Q3 2026 in Review

Pacifica Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026, closing a stake of 520 shares — an estimated $50.5K sold.

Pacifica Partners first reported a position in AOA in Q1 2026 and held it in 2 quarters. The position peaked at $50.5K in Q2 2026. 90 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Pacifica Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2026 after selling out during the quarter.
Pacifica Partners sold 520 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $50.5K.
Pacifica Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and held it in 2 quarters.
Pacifica Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $50.5K in Q2 2026.
90 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.