MAI Capital Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1040197
INDEPENDENCE, OH
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,433
+$4,481 QoQ
Shares Held
1,587
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,433 | 1,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $135,952 | 1,518 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,170 | 989 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $71,140 | 853 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $63,648 | 832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,340 | 879 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||