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

Summit Wealth 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
Q2 		$1.75M Buy
17,925
+1,132
+7% +$108K 0.25% 75
2026
Q1 		$1.49M Buy
16,793
+542
+3% +$49.4K 0.24% 79
2025
Q4 		$1.46M Buy
16,251
+270
+2% +$24K 0.27% 67
2025
Q3 		$1.41M Sell
15,981
-448
-3% -$38.1K 0.25% 68
2025
Q2 		$1.37M Buy
16,429
+727
+5% +$56.8K 0.26% 67
2025
Q1 		$1.2M Buy
15,702
+322
+2% +$25.1K 0.24% 70
2024
Q4 		$1.18M Sell
15,380
-144
-0.9% -$11.3K 0.24% 72
2024
Q3 		$1.22M Buy
15,524
+1,186
+8% +$90.1K 0.24% 80
2024
Q2 		$1.07M Buy
14,338
+842
+6% +$61.5K 0.22% 80
2024
Q1 		$991K Buy
13,496
+104
+0.8% +$7.34K 0.21% 80
2023
Q4 		$925K Buy
13,392
+74
+0.6% +$4.82K 0.21% 75
2023
Q3 		$846K Sell
13,318
-423
-3% -$27.8K 0.22% 74
2023
Q2 		$912K Buy
13,741
+352
+3% +$22.6K 0.23% 68
2023
Q1 		$851K Buy
13,389
+577
+5% +$36K 0.22% 73
2022
Q4 		$765K Buy
12,812
+658
+5% +$39K 0.2% 72
2022
Q3 		$674K Buy
12,154
+945
+8% +$57.4K 0.19% 71
2022
Q2 		$671K Buy
11,209
+723
+7% +$46K 0.18% 69
2022
Q1 		$723K Buy
10,486
+187
+2% +$12.9K 0.16% 71
2021
Q4 		$750K Buy
10,299
+634
+7% +$45.7K 0.16% 69
2021
Q3 		$675K Buy
9,665
+937
+11% +$66.7K 0.16% 75
2021
Q2 		$617K Buy
8,728
+230
+3% +$16K 0.15% 82
2021
Q1 		$569K Buy
8,498
+1,350
+19% +$89.2K 0.15% 84
2020
Q4 		$459K Buy
7,148
+2,944
+70% +$180K 0.12% 89
2020
Q3 		$244K Buy
4,204
+236
+6% +$13.6K 0.07% 132
2020
Q2 		$218K Buy
+3,968
New +$206K 0.07% 136

Other funds holding AOA

AssetMark Inc
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Summit Wealth Partners's AOA Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.7% in Q2 2026, buying an estimated $108K and bringing the position to 17,925 shares worth $1.75M. The position accounts for 0.25% of the portfolio, ranked #75.

Summit Wealth Partners first reported a position in AOA in Q2 2020 and has held it in 25 quarters since. 227 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Summit Wealth Partners held 17,925 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.75M as of Q2 2026.
  • Summit Wealth Partners bought 1,132 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $108K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of Summit Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Summit Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and has held it in 25 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.