LPL Financial LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1403438
FORT MILL, SC
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$27,563,573
+$3,703,446 QoQ
Shares Held
311,488
+16.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,563,573 | 311,488 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,860,127 | 266,415 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,542,504 | 199,030 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,352,139 | 172,088 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,245,508 | 160,072 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,155,785 | 158,671 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,788,049 | 149,386 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,446,018 | 139,690 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,910,058 | 148,517 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,675,493 | 140,123 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,620,735 | 135,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,074,724 | 151,865 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,665,091 | 136,265 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,529,456 | 126,016 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,673,684 | 120,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,741,620 | 129,264 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,457,421 | 122,678 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,352,418 | 128,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,790,586 | 111,597 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,919,178 | 97,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,534,911 | 97,638 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,979,831 | 108,754 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,331,186 | 91,917 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,388,557 | 98,188 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,869,870 | 102,610 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||