Savant Capital, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1482880
ROCKFORD, IL
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,482,738
+$537,701 QoQ
Shares Held
16,756
+58.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 5%
Shared 72%
None 23%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,482,738 | 16,756 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $945,037 | 10,552 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,268,899 | 25,742 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $2,217,272 | 26,586 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $409,810 | 5,357 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $672,559 | 8,779 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $271,529 | 3,441 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $256,719 | 3,433 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||