Cerity Partners LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1566475
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,343,190
+$342,318 QoQ
Shares Held
34,254
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 122 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,343,190 | 34,254 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,000,872 | 33,912 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,756,029 | 30,773 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,472,062 | 28,047 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,332,447 | 27,967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,135,038 | 27,909 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,130,064 | 27,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,166,316 | 27,453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,114,105 | 28,271 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,067,972 | 28,151 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,979,663 | 28,670 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,755,942 | 27,657 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,887,240 | 28,448 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||