NewEdge Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1633516
NEW ORLEANS, LA
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,600,073
+$371,883 QoQ
Shares Held
36,886
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 122 holders
Holding Since
Dec 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,600,073 | 36,886 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $3,228,190 | 36,045 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,982,833 | 33,842 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,848,777 | 34,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,609,109 | 34,106 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,632,319 | 34,360 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,898,285 | 36,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,980,730 | 39,860 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,970,795 | 40,441 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,714,838 | 39,317 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,514,711 | 39,608 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,700,966 | 40,714 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,620 | 340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,777 | 331 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||