OSAIC HOLDINGS, INC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1677044
SCOTTSDALE, AZ
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,286,035
+$2,380,681 QoQ
Shares Held
74,652
+34.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 122 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,286,035 | 74,652 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,905,354 | 55,434 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,158,413 | 68,763 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,475,344 | 62,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,677,738 | 56,088 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $4,852,548 | 63,432 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,358,207 | 30,782 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $6,024,304 | 76,344 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,044,242 | 80,827 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,925,018 | 26,205 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,883,197 | 27,273 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,033,771 | 32,033 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,861,836 | 43,139 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $3,079,216 | 48,423 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,991,560 | 50,068 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,130,093 | 56,449 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,733,000 | 62,331 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,154,897 | 57,537 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,178,480 | 57,381 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $4,916,086 | 70,421 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,836,765 | 68,461 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $4,053,143 | 60,558 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,766,796 | 43,110 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,283,322 | 56,609 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,312,715 | 60,363 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,078,447 | 196,222 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||