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Patton Albertson Miller Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Patton Albertson Miller Group’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 		$10.5M Sell
107,843
-4,254
-4% -$406K 1.05% 28
2026
Q1 		$9.92M Buy
112,097
+4,791
+4% +$436K 1.18% 24
2025
Q4 		$9.61M Buy
107,306
+758
+0.7% +$67.5K 1.13% 27
2025
Q3 		$9.39M Buy
106,548
+2,957
+3% +$252K 1.13% 25
2025
Q2 		$8.64M Sell
103,591
-5,512
-5% -$431K 1.14% 23
2025
Q1 		$8.35M Buy
109,103
+506
+0.5% +$39.4K 1.24% 20
2024
Q4 		$8.32M Sell
108,597
-3,840
-3% -$301K 1.11% 29
2024
Q3 		$8.87M Buy
112,437
+1,978
+2% +$150K 1.21% 19
2024
Q2 		$8.26M Sell
110,459
-2,606
-2% -$190K 1.17% 20
2024
Q1 		$8.31M Sell
113,065
-1,398
-1% -$98.7K 1.24% 19
2023
Q4 		$7.9M Buy
114,463
+1,815
+2% +$118K 1.32% 16
2023
Q3 		$7.15M Buy
112,648
+117
+0.1% +$7.69K 1.4% 12
2023
Q2 		$7.47M Buy
112,531
+768
+0.7% +$49.4K 1.44% 10
2023
Q1 		$7.11M Buy
111,763
+429
+0.4% +$26.8K 1.3% 14
2022
Q4 		$6.65M Buy
111,334
+3,052
+3% +$181K 1.22% 16
2022
Q3 		$6M Sell
108,282
-5,062
-4% -$308K 1.29% 14
2022
Q2 		$6.79M Buy
113,344
+1,109
+1% +$70.6K 1.39% 11
2022
Q1 		$7.74M Sell
112,235
-962
-0.8% -$66.5K 1.33% 12
2021
Q4 		$8.24M Buy
113,197
+875
+0.8% +$63.1K 1.33% 13
2021
Q3 		$7.84M Buy
112,322
+364
+0.3% +$25.9K 1.5% 8
2021
Q2 		$7.91M Buy
111,958
+897
+0.8% +$62.4K 1.8% 7
2021
Q1 		$7.43M Buy
111,061
+6,639
+6% +$438K 1.8% 7
2020
Q4 		$7.03M Buy
104,422
+6,571
+7% +$402K 1.67% 8
2020
Q3 		$5.67M Buy
97,851
+501
+0.5% +$28.9K 1.61% 9
2020
Q2 		$5.34M Buy
97,350
+12,315
+14% +$641K 1.55% 8
2020
Q1 		$4.04M Buy
85,035
+918
+1% +$50.3K 1.36% 12
2019
Q4 		$4.88M Buy
84,117
+2,962
+4% +$167K 1.28% 10
2019
Q3 		$4.46M Buy
81,155
+116
+0.1% +$6.32K 1.26% 10
2019
Q2 		$4.36M Buy
81,039
+3,956
+5% +$214K 1.26% 10
2019
Q1 		$4.13M Buy
77,083
+989
+1% +$51.3K 2.09% 7
2018
Q4 		$3.93M Buy
76,094
+2,567
+3% +$131K 2.09% 7
2018
Q3 		$3.69M Sell
73,527
-875
-1% -$47.4K 1.87% 6
2018
Q2 		$3.97M Buy
74,402
+2,701
+4% +$145K 2.01% 6
2018
Q1 		$3.84M Buy
71,701
+1,518
+2% +$82.9K 1.72% 10
2017
Q4 		$3.78M Buy
70,183
+240
+0.3% +$13.1K 1.54% 11
2017
Q3 		$3.76M Sell
69,943
-3,809
-5% -$200K 1.64% 10
2017
Q2 		$3.88M Buy
73,752
+453
+0.6% +$23.1K 1.72% 11
2017
Q1 		$3.73M Buy
73,299
+5,013
+7% +$245K 1.54% 10
2016
Q4 		$3.22M Buy
68,286
+238
+0.3% +$11.2K 1.38% 11
2016
Q3 		$3.23M Buy
68,048
+9,128
+15% +$429K 1.42% 11
2016
Q2 		$2.7M Buy
+58,920
New +$2.68M 1.21% 18

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
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
SW
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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Patton Albertson Miller Group's AOA Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.8% in Q2 2026, selling an estimated $406K and leaving 107,843 shares worth $10.5M. The position accounts for 1.05% of the portfolio, ranked #28.

Patton Albertson Miller Group first reported a position in AOA in Q2 2016 and has held it in 41 quarters since. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Patton Albertson Miller Group held 107,843 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.5M as of Q2 2026.
  • Patton Albertson Miller Group sold 4,254 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $406K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #28 holding.
  • Patton Albertson Miller Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2016 and has held it in 41 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.