CX Institutional

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1737089 AUBURN, IN

Position in AOA

as of Mar 31, 2026 · filed Apr 6, 2026 Compact

Position Value

$2,431,439

-$6,024,816 QoQ

Shares Held

27,477

-70.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,431,439	27,477	-70.9%	Shares	Sole	2026-04-06
2025-12-31	$8,456,255	94,420	+0.6%	Shares	Sole	2026-02-02
2025-09-30	$8,272,908	93,861	-80.3%	Shares	Sole	2025-10-23
2025-06-30	$39,764,953	476,798	+58402.8%	Shares	Sole	2025-07-16
2025-03-31	$62,347	815	-86.9%	Shares	Sole	2025-04-15
2024-12-31	$477,510	6,233	+65.9%	Shares	Sole	2025-01-21
2024-09-30	$296,543	3,758	-16.4%	Shares	Sole	2024-10-11
2024-06-30	$336,285	4,497	+0.7%	Shares	Sole	2024-07-11
2024-03-31	$328,145	4,467	+6.8%	Shares	Sole	2024-04-15
2023-12-31	$288,698	4,181	-1.7%	Shares	Sole	2024-01-12
2023-09-30	$269,959	4,252	-79.0%	Shares	Sole	2023-10-18
2023-06-30	$1,342,986	20,244	-6.9%	Shares	Sole	2023-07-26
2023-03-31	$1,382,192	21,736	-2.2%	Shares	Sole	2023-05-04
2022-12-31	$1,327,645	22,220	-6.1%	Shares	Sole	2023-02-03
2022-09-30	$1,312,057	23,662	+5.5%	Shares	Sole	2022-11-04
2022-06-30	$1,342,853	22,422	+2.0%	Shares	Sole	2022-08-02
2022-03-31	$1,514,749	21,972	-3.4%	Shares	Sole	2022-05-09
2021-12-31	$1,656,727	22,751	+2.9%	Shares	Sole	2022-01-18
2021-09-30	$1,542,870	22,101	-8.6%	Shares	Sole	2021-11-10
2021-06-30	$1,709,094	24,191	+4.1%	Shares	Sole	2021-08-04
2021-03-31	$1,555,185	23,236	+2.3%	Shares	Sole	2021-04-15
2020-12-31	$1,457,912	22,716	+13.1%	Shares	Sole	2021-01-12
2020-09-30	$1,165,278	20,091	+10.6%	Shares	Sole	2020-10-13
2020-06-30	$997,169	18,170	+1.6%	Shares	Sole	2020-08-06
2020-03-31	$848,537	17,879	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.