Arcus Capital Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1651960
ATLANTA, GA
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$504,299
+$48,399 QoQ
Shares Held
5,167
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#72
of 122 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,299 | 5,167 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $455,900 | 5,152 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,877,804 | 20,967 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $1,841,068 | 20,888 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,712,118 | 20,529 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,000,934 | 26,156 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,701,814 | 22,214 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,795,044 | 22,748 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,730,110 | 23,136 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,631,840 | 22,214 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,528,628 | 22,138 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,008,411 | 15,883 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,064,027 | 16,039 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,011,208 | 15,902 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $960,063 | 16,068 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $973,369 | 17,554 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,061,250 | 17,720 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,359,358 | 19,718 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $248,097 | 3,407 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||