Mason Investment Advisory Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1635007
Reston, VA
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,449,848
+$260,189 QoQ
Shares Held
14,855
+10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#45
of 122 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,848 | 14,855 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,189,659 | 13,444 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,025,999 | 11,456 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $524,961 | 5,956 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $494,311 | 5,927 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $375,768 | 4,912 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||