Ancora Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1446114
Cleveland, OH
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,123
+$292 QoQ
Shares Held
32
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 122 holders
Holding Since
Mar 2021
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,123 | 32 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,831 | 32 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,865 | 32 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,820 | 32 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,668 | 32 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,448 | 32 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,451 | 32 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,525 | 32 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,392 | 32 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,554 | 62 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,945 | 173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,888 | 140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,272 | 185 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,595 | 88 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2 | 30 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,663 | 30 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,796 | 30 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,068 | 30 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $57,382 | 788 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $55,010 | 788 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $53,552 | 758 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $50,732 | 758 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||