COLDSTREAM CAPITAL MANAGEMENT INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1082339
BELLEVUE, WA
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$377,712
+$35,522 QoQ
Shares Held
3,870
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 122 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,712 | 3,870 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $342,190 | 3,867 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $229,810 | 2,566 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,375 | 2,852 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $237,189 | 2,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $231,642 | 3,028 | Shares | Sole | 2025-05-13 | |
| 2022-03-31 | $232,672 | 3,375 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $221,299 | 3,039 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||