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Acropolis Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Acropolis Investment Management’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
Q3 		$1.12M Buy
11,557
+102
+0.9% +$9.99K 0.05% 120
2026
Q2 		$1.12M Sell
11,455
-466
-4% -$44.5K 0.04% 126
2026
Q1 		$1.05M Buy
11,921
+632
+6% +$57.6K 0.05% 119
2025
Q4 		$1.01M Buy
11,289
+80
+0.7% +$7.12K 0.05% 120
2025
Q3 		$935K Buy
11,209
+7,566
+208% +$644K 0.05% 117
2025
Q2 		$304K Buy
3,643
+11
+0.3% +$860 0.02% 197
2025
Q1 		$278K Sell
3,632
-143
-4% -$11.1K 0.02% 195
2024
Q4 		$289K Buy
3,775
+48
+1% +$3.76K 0.02% 193
2024
Q3 		$294K Buy
3,727
+27
+0.7% +$2.05K 0.02% 189
2024
Q2 		$277K Buy
3,700
+10
+0.3% +$731 0.02% 190
2024
Q1 		$271K Buy
3,690
+34
+0.9% +$2.4K 0.02% 195
2023
Q4 		$252K Buy
3,656
+12
+0.3% +$782 0.02% 197
2023
Q3 		$231K Buy
3,644
+27
+0.7% +$1.77K 0.02% 202
2023
Q2 		$240K Sell
3,617
-89
-2% -$5.72K 0.02% 187
2023
Q1 		$236K Buy
3,706
+1,050
+40% +$65.6K 0.02% 188
2022
Q4 		$159K Buy
2,656
+9
+0.3% +$533 0.01% 209
2022
Q3 		$147K Buy
+2,647
New +$161K 0.02% 204

Other funds holding AOA

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Acropolis Investment Management's AOA Position: Q3 2026 in Review

Acropolis Investment Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.89% in Q3 2026, buying an estimated $9.99K and bringing the position to 11,557 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #120.

Acropolis Investment Management first reported a position in AOA in Q3 2022 and has held it in 17 quarters since. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Acropolis Investment Management held 11,557 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.12M as of Q3 2026.
  • Acropolis Investment Management bought 102 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $9.99K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Acropolis Investment Management's portfolio in Q3 2026, its #120 holding.
  • Acropolis Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and has held it in 17 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.