Brookstone Capital Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1599584
WHEATON, IL
Position in AOA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,109,513
-$6,073 QoQ
Shares Held
23,839
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,109,513 | 23,839 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,115,586 | 23,622 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,015,497 | 22,867 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,904,272 | 22,833 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,751,238 | 22,892 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,876,025 | 24,488 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,086,301 | 26,439 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,059,441 | 27,540 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,087,953 | 28,423 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,887,827 | 27,340 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,492,586 | 23,509 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,440,838 | 21,719 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,311,861 | 20,630 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,141,882 | 19,111 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $949,581 | 17,125 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $979,620 | 16,357 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,105,315 | 16,033 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,293,720 | 17,766 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,105,580 | 15,837 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,036,576 | 14,672 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,034,269 | 15,453 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,167,690 | 18,194 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $948,358 | 16,351 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $914,849 | 16,670 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $775,686 | 16,344 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||