Mountain Capital Investment Advisors Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1714506
WESTMINSTER, CO
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$711,636
+$46,922 QoQ
Shares Held
8,042
+8.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $711,636 | 8,042 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $664,714 | 7,422 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $661,402 | 7,504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $634,924 | 7,613 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $564,876 | 7,384 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $557,261 | 7,274 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $592,614 | 7,510 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $528,918 | 7,073 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $412,698 | 5,618 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $393,930 | 5,705 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $348,242 | 5,485 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $396,912 | 5,983 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $314,643 | 4,948 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $371,047 | 6,210 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $375,063 | 6,764 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $381,858 | 6,376 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $352,076 | 5,107 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||