MONETA GROUP INVESTMENT ADVISORS LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1120927
ST LOUIS, MO
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$677,441
-$122,154 QoQ
Shares Held
6,941
-23.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 122 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,441 | 6,941 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $799,595 | 9,036 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $616,889 | 6,888 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $645,625 | 7,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $251,034 | 3,010 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $231,259 | 3,023 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||