O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1423442
Stamford, CT
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,185
-$4,197 QoQ
Shares Held
1,006
-13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 122 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,185 | 1,006 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $102,382 | 1,157 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $103,620 | 1,157 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $101,096 | 1,147 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $95,659 | 1,147 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,141 | 211 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,164 | 211 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,285 | 105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,851 | 105 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $102,623 | 1,397 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||