Ellenbecker Investment Group
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1731497
WAUKESHA, WI
Position in AOA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$19,137,997
+$3,209,393 QoQ
Shares Held
216,273
+21.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,137,997 | 216,273 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,928,604 | 177,854 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,842,438 | 145,705 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,424,215 | 136,981 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,829,026 | 128,484 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,099,439 | 105,723 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,271,214 | 79,473 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,540,973 | 74,097 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $4,664,342 | 63,495 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,938,266 | 57,035 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,461,474 | 54,520 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,199,644 | 48,231 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,823,904 | 44,408 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,822,972 | 30,510 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,224,890 | 22,090 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $727,603 | 12,149 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $494,437 | 7,172 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $210,595 | 2,892 | Shares | Sole | 2022-01-04 | |
| No filing history on record for this holder in this stock. | ||||||