Echo45 Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Echo45 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 Q3	$202K	Buy	+2,080	New	+$204K	0.09%	116

Other funds holding AOA

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Echo45 Advisors's AOA Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026: 2,080 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings.

19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Echo45 Advisors held 2,080 shares of iShares Core 80/20 Aggressive Allocation ETF worth $202K as of Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Echo45 Advisors position in Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Echo45 Advisors's portfolio in Q3 2026, its #116 holding.
19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.