Krilogy Financial LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1659047
ST. LOUIS, MO
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$724,733
+$39,241 QoQ
Shares Held
8,190
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,733 | 8,190 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $685,492 | 7,654 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $641,571 | 7,279 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||