Mutual Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1694080
OMAHA, NE
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,996,036
+$455,640 QoQ
Shares Held
40,943
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#22
of 122 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,996,036 | 40,943 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,540,396 | 40,009 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,421,729 | 38,206 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,176,565 | 36,040 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,926,589 | 35,091 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,593,656 | 33,904 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,178,941 | 28,442 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,176,969 | 27,588 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,099,149 | 28,071 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,962,190 | 26,711 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,934,711 | 28,019 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,722,166 | 27,125 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,254,688 | 18,913 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,094,447 | 17,211 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $862,252 | 14,431 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $803,636 | 14,493 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $840,915 | 14,041 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,040,856 | 15,098 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,090,989 | 14,982 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $837,929 | 12,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $772,840 | 10,939 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $686,434 | 10,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $260,442 | 4,058 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $212,744 | 3,668 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $202,616 | 3,692 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||