Janney Montgomery Scott LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1329948
PHILADELPHIA, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$518,285
-$192,463 QoQ
Shares Held
5,857
-26.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,285 | 5,857 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $710,748 | 7,936 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $548,495 | 6,223 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $514,244 | 6,166 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $301,410 | 3,940 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,011,922 | 39,315 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,045 | 3,701 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $289,922 | 3,877 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $507,172 | 7,345 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,039,394 | 16,371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $262,175 | 3,952 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $652,814 | 10,266 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,091,632 | 101,952 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,246,460 | 22,479 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,639,052 | 44,065 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||