Creative Planning
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1540235
OVERLAND PARK, KS
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,239,627
+$202,499 QoQ
Shares Held
22,947
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 122 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,239,627 | 22,947 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,037,128 | 23,021 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,556,131 | 28,541 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,176,933 | 13,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,567,753 | 18,798 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,033,515 | 13,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,016,384 | 13,267 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,063,154 | 13,473 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,013,568 | 13,554 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $910,022 | 12,388 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $829,842 | 12,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $676,866 | 10,661 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $704,265 | 10,616 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $684,291 | 10,761 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $644,881 | 10,793 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $537,754 | 9,698 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $633,456 | 10,577 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $725,317 | 10,521 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $793,009 | 10,890 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $675,481 | 9,676 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $685,375 | 9,701 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $691,052 | 10,325 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $635,382 | 9,900 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $578,492 | 9,974 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $551,489 | 10,049 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $476,545 | 10,041 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||