Capital Analysts, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1624758
FORT WASHINGTON, PA
Position in AOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,910
-$241 QoQ
Shares Held
225
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,910 | 225 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,151 | 225 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $19,831 | 225 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,765 | 225 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||