Archford Capital Strategies, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1606609
SWANSEA, IL
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,463,738
-$100,723 QoQ
Shares Held
27,842
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $2,463,738 | 27,842 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,564,461 | 28,634 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,551,829 | 28,952 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,395,164 | 28,719 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,197,080 | 28,720 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,205,448 | 28,788 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,330,449 | 29,533 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,272,489 | 30,389 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,153,920 | 29,321 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,061,902 | 29,861 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,944,698 | 30,630 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,010,301 | 30,303 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,031,446 | 31,946 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,955,976 | 32,736 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,808,390 | 32,613 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,958,762 | 32,706 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,278,053 | 33,044 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,786,347 | 24,531 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,289,209 | 32,792 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,342,400 | 33,155 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,406,936 | 35,962 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,427,929 | 37,830 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,228,186 | 38,417 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,198,053 | 40,052 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,881,124 | 39,636 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||