PATTON ALBERTSON MILLER GROUP, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1511037
Chattanooga, TN
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$9,919,463
+$309,138 QoQ
Shares Held
112,097
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
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 | $9,919,463 | 112,097 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,610,325 | 107,306 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,391,140 | 106,548 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,639,489 | 103,591 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,346,379 | 109,103 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $8,319,616 | 108,597 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,872,403 | 112,437 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,260,124 | 110,459 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,305,754 | 113,065 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,903,670 | 114,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,152,021 | 112,648 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,465,306 | 112,531 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,107,009 | 111,763 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,652,206 | 111,334 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $6,004,236 | 108,282 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,788,172 | 113,344 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,737,480 | 112,235 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,243,005 | 113,197 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,841,198 | 112,322 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,909,832 | 111,958 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,433,312 | 111,061 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,701,803 | 104,422 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $5,675,358 | 97,851 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,342,568 | 97,350 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,035,761 | 85,035 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||