Integrated Wealth Concepts LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1737109
WALTHAM, MA
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,891,780
+$742,207 QoQ
Shares Held
19,383
+49.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#38
of 122 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,780 | 19,383 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,149,573 | 12,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,496 | 4,349 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $887,569 | 10,070 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $765,195 | 9,175 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $694,849 | 9,083 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $762,346 | 9,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $424,851 | 5,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $395,885 | 5,294 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $376,923 | 5,131 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $345,319 | 5,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $275,610 | 4,341 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $270,003 | 4,070 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||