ODonnell Financial Services, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1730962
SAN RAFAEL, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,145,355
+$324,648 QoQ
Shares Held
32,227
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.55%
of 13F equity value
Holder Rank
#26
of 122 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,355 | 32,227 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,820,707 | 31,876 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,815,229 | 31,434 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,880,503 | 32,681 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,504,085 | 30,025 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,116,755 | 27,670 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,013,617 | 26,284 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,037,377 | 25,819 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,871,593 | 25,028 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,583,503 | 21,556 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,456,333 | 21,091 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||