ENVESTNET ASSET MANAGEMENT INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1407543
Berwyn, PA
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$745,882
+$88,691 QoQ
Shares Held
8,429
+14.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745,882 | 8,429 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $657,191 | 7,338 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $604,904 | 6,863 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,294,701 | 15,524 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,843,658 | 37,172 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,760,947 | 36,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $724,314 | 9,179 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $712,653 | 9,530 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $553,888 | 7,540 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,418,458 | 49,507 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $518,459 | 8,166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $574,836 | 8,665 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $807,656 | 12,701 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,285,736 | 38,255 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,423,068 | 25,664 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,750,464 | 29,228 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,943,142 | 28,186 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,676,717 | 36,758 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $596,805 | 8,549 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $592,117 | 8,381 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $552,841 | 8,260 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $239,904 | 3,738 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $222,836 | 3,842 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $247,563 | 4,511 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $210,722 | 4,440 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||