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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return