UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1463217
IRVING, TX
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,294,077
-$24,873 QoQ
Shares Held
14,624
-0.7% 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 | $1,294,077 | 14,624 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,318,950 | 14,727 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,274,680 | 14,462 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,206,798 | 14,470 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,068,781 | 13,971 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $992,635 | 12,957 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $938,871 | 11,898 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $895,864 | 11,980 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $850,299 | 11,575 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $773,981 | 11,209 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $848,924 | 13,371 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $912,175 | 13,750 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $812,425 | 12,776 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $695,609 | 11,642 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $549,620 | 9,912 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $488,343 | 8,154 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $503,951 | 7,310 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $476,461 | 6,543 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $437,499 | 6,267 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $434,073 | 6,144 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $516,231 | 7,713 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $574,346 | 8,949 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,186,332 | 20,454 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $980,540 | 17,867 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $905,536 | 19,080 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||