Focus Partners Wealth
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1542153
ST LOUIS, MO
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,200,577
+$166,483 QoQ
Shares Held
12,301
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 122 holders
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,200,577 | 12,301 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,034,094 | 11,686 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,042,388 | 11,639 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,055,212 | 11,972 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $998,464 | 11,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $667,233 | 8,722 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $668,192 | 8,722 | Shares | Sole | 2025-05-20 | |
| 2024-06-30 | $1,211,436 | 16,200 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $598,184 | 8,143 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||