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

United Capital Financial 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	$1.68M	Buy	17,232 +2,608	+18%	+$249K	0.01%	623
2026 Q1	$1.29M	Sell	14,624 -103	-0.7%	-$9.38K	0.01%	673
2025 Q4	$1.32M	Buy	14,727 +265	+2%	+$23.6K	0.01%	650
2025 Q3	$1.27M	Sell	14,462 -8	-0.1%	-$681	0.01%	577
2025 Q2	$1.21M	Buy	14,470 +499	+4%	+$39K	0.01%	541
2025 Q1	$1.07M	Buy	13,971 +1,014	+8%	+$79K	0.01%	552
2024 Q4	$993K	Buy	12,957 +1,059	+9%	+$82.9K	0.01%	550
2024 Q3	$939K	Sell	11,898 -82	-0.7%	-$6.23K	0.01%	556
2024 Q2	$896K	Buy	11,980 +405	+3%	+$29.6K	0.01%	553
2024 Q1	$850K	Buy	11,575 +366	+3%	+$25.8K	0.01%	598
2023 Q4	$774K	Sell	11,209 -2,162	-16%	-$141K	0.01%	615
2023 Q3	$849K	Sell	13,371 -379	-3%	-$24.9K	0.01%	547
2023 Q2	$912K	Buy	13,750 +974	+8%	+$62.7K	0.01%	570
2023 Q1	$812K	Buy	12,776 +1,134	+10%	+$70.8K	﹤0.01%	632
2022 Q4	$696K	Buy	11,642 +1,730	+17%	+$102K	﹤0.01%	696
2022 Q3	$550K	Buy	9,912 +1,758	+22%	+$107K	﹤0.01%	742
2022 Q2	$488K	Buy	8,154 +844	+12%	+$53.7K	﹤0.01%	805
2022 Q1	$504K	Buy	7,310 +767	+12%	+$53K	﹤0.01%	833
2021 Q4	$476K	Buy	6,543 +276	+4%	+$19.9K	﹤0.01%	873
2021 Q3	$437K	Buy	6,267 +123	+2%	+$8.76K	﹤0.01%	895
2021 Q2	$434K	Sell	6,144 -1,569	-20%	-$109K	﹤0.01%	905
2021 Q1	$516K	Sell	7,713 -1,236	-14%	-$81.6K	﹤0.01%	839
2020 Q4	$574K	Sell	8,949 -11,505	-56%	-$703K	﹤0.01%	816
2020 Q3	$1.19M	Buy	20,454 +2,587	+14%	+$149K	0.01%	612
2020 Q2	$981K	Sell	17,867 -1,213	-6%	-$63.1K	0.01%	671
2020 Q1	$906K	Buy	19,080 +245	+1%	+$13.4K	0.01%	654
2019 Q4	$1.09M	Buy	18,835 +363	+2%	+$20.5K	0.01%	744
2019 Q3	$1.01M	Sell	18,472 -636	-3%	-$34.7K	0.01%	751
2019 Q2	$1.05M	Buy	19,108 +4,590	+32%	+$248K	0.01%	794
2019 Q1	$774K	Sell	14,518 -2,640	-15%	-$137K	0.01%	846
2018 Q4	$833K	Buy	17,158 +2,745	+19%	+$140K	0.01%	765
2018 Q3	$787K	Hold	14,413	–	–	0.01%	844
2018 Q2	$770K	Sell	14,413 -786	-5%	-$42.3K	0.01%	832
2018 Q1	$813K	Sell	15,199 -1,858	-11%	-$101K	0.01%	824
2017 Q4	$919K	Hold	17,057	–	–	0.01%	803
2017 Q3	$914K	Sell	17,057 -200	-1%	-$10.5K	0.01%	798
2017 Q2	$894K	Sell	17,257 -32	-0.2%	-$1.63K	0.01%	795
2017 Q1	$863K	Hold	17,289	–	–	0.01%	781
2016 Q4	$816K	Hold	17,289	–	–	0.01%	799
2016 Q3	$821K	Sell	17,289 -468	-3%	-$22K	0.01%	826
2016 Q2	$817K	Sell	17,757 -302	-2%	-$13.7K	0.01%	789
2016 Q1	$818K	Buy	18,059 +2,616	+17%	+$113K	0.01%	751
2015 Q4	$692K	Hold	15,443	–	–	0.01%	791
2015 Q3	$674K	Buy	+15,443	New	+$708K	0.01%	811

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

United Capital Financial Advisors's AOA Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 18% in Q2 2026, buying an estimated $249K and bringing the position to 17,232 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #623.

United Capital Financial Advisors first reported a position in AOA in Q3 2015 and has held it in 44 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

United Capital Financial Advisors held 17,232 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.68M as of Q2 2026.
United Capital Financial Advisors bought 2,608 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $249K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #623 holding.
United Capital Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2015 and has held it in 44 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.