Procyon Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Procyon 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	$201K	Buy	+2,064	New	+$197K	0.01%	554

Other funds holding AOA

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

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

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

Procyon Advisors's AOA Position: Q2 2026 in Review

Procyon Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,064 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

151 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Procyon Advisors held 2,064 shares of iShares Core 80/20 Aggressive Allocation ETF worth $201K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Procyon Advisors position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #554 holding.
151 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.