HWA
AOA icon

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
Q3 		$555K Sell
5,688
-908
-14% -$88.9K 0.23% 40
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

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 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
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

Heritage Wealth Architects's AOA Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q3 2026, selling an estimated $88.9K and leaving 5,688 shares worth $555K. The position accounts for 0.23% of the portfolio, ranked #40.

Heritage Wealth Architects first reported a position in AOA in Q3 2025 and has held it in 5 quarters since. The position peaked at $637K in Q2 2026. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Heritage Wealth Architects held 5,688 shares of iShares Core 80/20 Aggressive Allocation ETF worth $555K as of Q3 2026.
  • Heritage Wealth Architects sold 908 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $88.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.23% of Heritage Wealth Architects's portfolio in Q3 2026, its #40 holding.
  • Heritage Wealth Architects first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's iShares Core 80/20 Aggressive Allocation ETF position peaked at $637K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.