Strategic Family Wealth Counselors, L.L.C.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1729755
FAIRFIELD, NJ
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$631,667
+$58,960 QoQ
Shares Held
6,472
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#68
of 122 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,667 | 6,472 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $572,707 | 6,472 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $579,632 | 6,472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $570,442 | 6,472 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $526,003 | 6,307 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $293,071 | 3,831 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $293,492 | 3,831 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $302,304 | 3,831 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $286,482 | 3,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,425 | 3,831 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $264,530 | 3,831 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $243,230 | 3,831 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,148 | 3,831 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $243,613 | 3,831 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $228,902 | 3,831 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $212,428 | 3,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $229,438 | 3,831 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $264,109 | 3,831 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $278,973 | 3,831 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $267,442 | 3,831 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $270,660 | 3,831 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $256,408 | 3,831 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $245,873 | 3,831 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||