Per Stirling Capital Management, LLC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1689933
AUSTIN, TX
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,596,736
+$243,724 QoQ
Shares Held
16,360
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#42
of 122 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,736 | 16,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,353,012 | 15,290 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,320,293 | 14,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,200,907 | 13,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,131,821 | 13,571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $998,784 | 13,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,016,844 | 13,273 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,049,581 | 13,301 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $986,422 | 13,191 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $937,055 | 12,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,020,006 | 14,772 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $948,159 | 14,934 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,048,437 | 15,804 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $917,031 | 14,421 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,165,423 | 19,505 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||