Chicago Partners Investment Group LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1563525
CHICAGO, IL
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$618,987
+$115,123 QoQ
Shares Held
6,995
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $618,987 | 6,995 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $503,864 | 5,626 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $466,789 | 5,296 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $410,995 | 4,928 | Shares | Sole | 2025-07-29 | |
| 2021-12-31 | $222,829 | 3,060 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $213,060 | 3,052 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $215,482 | 3,050 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $203,801 | 3,045 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||