OXFORD FINANCIAL GROUP, LTD. LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1245862
INDIANAPOLIS, IN
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$797,196
+$51,580 QoQ
Shares Held
8,168
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#60
of 122 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,196 | 8,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $745,616 | 8,426 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $725,436 | 8,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $660,609 | 7,495 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $649,352 | 7,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $619,038 | 8,092 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $597,941 | 7,805 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $559,392 | 7,089 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $621,945 | 8,317 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $634,106 | 8,632 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $567,729 | 8,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $470,841 | 7,416 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $509,623 | 7,682 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $669,920 | 10,535 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $665,615 | 11,140 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $574,129 | 10,354 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $633,097 | 10,571 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $716,010 | 10,386 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $694,557 | 9,538 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $621,658 | 8,905 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $628,714 | 8,899 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $518,439 | 7,746 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $352,669 | 5,495 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $163,734 | 2,823 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $104,217 | 1,899 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $91,075 | 1,919 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||