Heritage Wealth Architects’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Heritage Wealth Architects’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	$637K	Sell	6,596 -51	-0.8%	-$4.87K	0.25%	44
2026 Q1	$630K	Buy	6,647 +198	+3%	+$18K	0.26%	44
2025 Q4	$591K	Buy	6,449 +203	+3%	+$18.1K	0.28%	42
2025 Q3	$551K	Buy	+6,246	New	+$532K	0.34%	38

Other funds holding AOA

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

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

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

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

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

RFA

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

SFG

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

Heritage Wealth Architects's AOA Position: Q2 2026 in Review

Heritage Wealth Architects reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.77% in Q2 2026, selling an estimated $4.87K and leaving 6,596 shares worth $637K. The position accounts for 0.25% of the portfolio, ranked #44.

Heritage Wealth Architects first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Heritage Wealth Architects held 6,596 shares of iShares Core 80/20 Aggressive Allocation ETF worth $637K as of Q2 2026.
Heritage Wealth Architects sold 51 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $4.87K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of Heritage Wealth Architects's portfolio in Q2 2026, its #44 holding.
Heritage Wealth Architects first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.