IFG Advisory, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1728319
ATLANTA, GA
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$697,156
+$690,166 QoQ
Shares Held
7,143
+8941.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#63
of 122 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,156 | 7,143 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,990 | 79 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $640,264 | 7,149 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $651,530 | 7,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $905,056 | 10,852 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $630,589 | 8,243 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $575,877 | 7,517 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $470,964 | 6,298 | Shares | Sole | 2024-07-30 | |
| 2021-09-30 | $208,801 | 2,991 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $211,314 | 2,991 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $210,561 | 3,146 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||