Summit Trail Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1698478
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$358,582
+$33,470 QoQ
Shares Held
3,674
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 122 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,582 | 3,674 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $325,112 | 3,674 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $329,043 | 3,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,826 | 3,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,471 | 3,315 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $249,118 | 3,157 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,340 | 3,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $220,380 | 3,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $207,150 | 3,000 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $206,820 | 3,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $218,460 | 3,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $209,430 | 3,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $211,950 | 3,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $200,790 | 3,000 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||