Foundations Investment Advisors, LLC
EndowmentPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1743404
PHOENIX, AZ
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,730,230
+$4,142,719 QoQ
Shares Held
202,154
+14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2
of 122 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,730,230 | 202,154 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $15,587,511 | 176,150 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $16,112,469 | 179,907 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $13,369,427 | 151,684 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,485,998 | 113,741 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $6,670,264 | 87,193 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,549,015 | 72,432 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,832,053 | 61,235 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,977,581 | 66,563 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||