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R2 Capital Strategies, LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

R2 Capital Strategies, LLC’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 		$1.55M Buy
+15,922
New +$1.52M 0.7% 36

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
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

R2 Capital Strategies, LLC's AOA Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 15,922 shares worth $1.55M. The stake represents 0.7% of the portfolio and ranks #36 among its holdings.

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

  • R2 Capital Strategies, LLC held 15,922 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.55M as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.7% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #36 holding.
  • 145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.