BCWM, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1542165
OVERLAND PARK, KS
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,063,644
+$160,693 QoQ
Shares Held
10,898
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#53
of 122 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,644 | 10,898 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $902,951 | 10,204 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $910,377 | 10,165 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $911,455 | 10,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $863,190 | 10,350 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||