Waterloo Capital, L.P.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1730942
Austin, TX
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$210,694
-$1,191,546 QoQ
Shares Held
2,381
-84.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,694 | 2,381 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,402,240 | 15,657 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,506,753 | 17,095 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,774,251 | 21,274 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,247,791 | 16,311 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $807,239 | 10,537 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,180,809 | 14,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $744,360 | 9,954 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,749,662 | 105,495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,811,051 | 243,462 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,753,679 | 232,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,518,563 | 309,294 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,793,528 | 185,462 | Shares | Sole | 2023-05-15 | |
| 2020-03-31 | $2,317,709 | 48,835 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||