Capital Investment Advisory Services, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1659203 RALEIGH, NC

Position in AOA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,858

-$3,605 QoQ

Shares Held

-65.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,858	21	-65.6%	Shares	Sole	2026-05-05
2025-12-31	$5,463	61	+144.0%	Shares	Sole	2026-01-21
2025-09-30	$2,203	25	-7.4%	Shares	Sole	2025-11-05
2025-06-30	$2,251	27	0.0%	Shares	Sole	2025-08-08
2025-03-31	$2,065	27	0.0%	Shares	Sole	2025-04-29
2024-12-31	$2,068	27	-99.2%	Shares	Sole	2025-01-23
2024-09-30	$262,060	3,321	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$247,970	3,316	-43.5%	Shares	Sole	2024-08-14
2024-03-31	$430,989	5,867	-0.3%	Shares	Sole	2024-04-25
2023-12-31	$406,152	5,882	-5.6%	Shares	Sole	2024-02-01
2023-09-30	$395,669	6,232	-1.9%	Shares	Sole	2023-11-02
2023-06-30	$421,325	6,351	0.0%	Shares	Sole	2023-07-28
2023-03-31	$403,860	6,351	-20.9%	Shares	Sole	2023-04-21
2022-12-31	$479,971	8,033	-15.4%	Shares	Sole	2023-02-03
2022-09-30	$526,719	9,499	+0.8%	Shares	Sole	2022-10-26
2022-06-30	$564,642	9,428	-40.6%	Shares	Sole	2022-07-22
2022-03-31	$1,094,077	15,870	-0.5%	Shares	Sole	2022-05-03
2021-12-31	$1,161,187	15,946	+1.0%	Shares	Sole	2022-02-01
2021-09-30	$1,101,811	15,783	-1.5%	Shares	Sole	2021-10-28
2021-06-30	$1,132,024	16,023	+0.0%	Shares	Sole	2021-07-27
2021-03-31	$1,071,883	16,015	+2.0%	Shares	Sole	2021-05-05
2020-12-31	$1,007,305	15,695	+2.9%	Shares	Sole	2021-01-25
2020-09-30	$884,268	15,246	+60884.0%	Shares	Sole	2020-10-19
2020-06-30	$1,372	25	0.0%	Shares	Sole	2020-08-05
2020-03-31	$1,186	25	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.