EP Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1540569
TORRANCE, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,103,680
+$392,878 QoQ
Shares Held
31,800
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#27
of 122 holders
Holding Since
Sep 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,103,680 | 31,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,710,802 | 30,634 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $251,451 | 3,015 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,664 | 2,976 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,991 | 2,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $231,837 | 2,938 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $218,133 | 2,917 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $213,695 | 2,909 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,797 | 2,908 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $182,343 | 2,872 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||