Beacon Pointe Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1744317
NEWPORT BEACH, CA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$226,534
+$4,873 QoQ
Shares Held
2,560
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,534 | 2,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,661 | 2,475 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $222,553 | 2,525 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $210,834 | 2,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $291,194 | 3,801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,364 | 3,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $293,661 | 3,927 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $301,186 | 4,100 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||