Waverly Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1568787
BIRMINGHAM, AL
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,195,334
+$1,895,401 QoQ
Shares Held
145,444
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#5
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
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 | $14,195,334 | 145,444 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,299,933 | 138,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,040,356 | 134,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,902,726 | 146,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,341,532 | 147,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,047,594 | 144,413 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,995,220 | 143,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,439,267 | 144,966 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,592,437 | 141,648 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,779,729 | 133,130 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,499,832 | 79,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,041,931 | 79,413 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,028,372 | 75,797 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,916,842 | 77,321 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,949,893 | 66,107 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,705,834 | 66,832 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,213,081 | 70,347 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,392,649 | 63,717 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $4,428,766 | 60,818 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,874,873 | 55,506 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,184,811 | 59,233 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,922,968 | 58,613 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,607,621 | 56,211 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,019,422 | 52,059 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,179,253 | 57,931 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,352,734 | 49,573 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||