Dynamic Advisor Solutions LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1599747
PHOENIX, AZ
Position in AOA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,209,532
+$1,129,412 QoQ
Shares Held
36,270
+56.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,209,532 | 36,270 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,080,120 | 23,226 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,831,725 | 20,782 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,628,134 | 19,522 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $859,860 | 11,240 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,423,873 | 18,586 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $764,085 | 9,683 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $631,517 | 8,445 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,149,608 | 56,488 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $937,975 | 13,584 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $857,368 | 13,504 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $745,263 | 11,234 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $203,106 | 3,194 | Shares | Sole | 2023-04-11 | |
| 2020-12-31 | $202,680 | 3,158 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||