Allworth Financial LP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1555170
FOLSOM, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,884,372
-$129,331 QoQ
Shares Held
29,553
-13.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#28
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 | $2,884,372 | 29,553 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,013,703 | 34,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,985,751 | 33,338 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,841,898 | 32,243 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,603,581 | 31,218 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,399,346 | 31,364 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,250,878 | 29,381 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,339,286 | 29,645 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,214,011 | 29,607 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,183,304 | 29,721 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,956,946 | 28,341 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,735,435 | 27,334 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,705,932 | 25,715 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,448,389 | 22,777 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,123,479 | 18,803 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $713,974 | 12,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $877,029 | 14,644 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $976,466 | 14,164 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $901,657 | 12,382 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $885,958 | 12,691 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $892,026 | 12,626 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $679,607 | 10,154 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $823,493 | 12,831 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $274,050 | 4,725 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $259,308 | 4,725 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $263,403 | 5,550 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||