PALISADE CAPITAL MANAGEMENT, LP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1009006
FORT LEE, NJ
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$787,534
+$231,640 QoQ
Shares Held
8,069
+28.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#61
of 122 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,534 | 8,069 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $555,894 | 6,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $549,450 | 6,135 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||