RITHOLTZ WEALTH MANAGEMENT
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1698218
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,069,529
+$277,025 QoQ
Shares Held
41,696
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#21
of 122 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,069,529 | 41,696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,792,504 | 42,858 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,930,251 | 43,884 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,876,926 | 43,986 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,695,037 | 44,305 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,268,233 | 42,722 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,361,416 | 43,877 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,482,456 | 44,132 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,423,428 | 45,780 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,489,129 | 47,497 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,396,845 | 49,194 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,041,742 | 47,909 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,016,347 | 45,468 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,832,680 | 44,546 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,572,118 | 43,048 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,295,519 | 41,398 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,486,692 | 41,521 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,895,411 | 41,999 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,977,245 | 40,885 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,766,640 | 39,631 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,711,617 | 38,381 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,335,990 | 34,902 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,114,538 | 32,947 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,900,776 | 32,772 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,744,580 | 31,789 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,484,026 | 31,269 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||