TOBIAS FINANCIAL ADVISORS, INC.

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

CIK 1802080 Plantation, FL

Position in AOA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,088,542

+$281,134 QoQ

Shares Held

21,399

+4.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

#35

of 122 holders

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
2026-06-30	$2,088,542	21,399	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$1,807,408	20,425	+8.6%	Shares	Sole	2026-05-13
2025-12-31	$1,684,354	18,807	-4.9%	Shares	Sole	2026-02-13
2025-09-30	$1,743,497	19,781	+12.1%	Shares	Sole	2025-11-03
2025-06-30	$1,471,176	17,640	+10.7%	Shares	Sole	2025-08-13
2025-03-31	$1,219,257	15,938	-7.8%	Shares	Sole	2025-05-15
2024-12-31	$1,324,433	17,288	+6.1%	Shares	Sole	2025-02-13
2024-09-30	$1,285,917	16,296	+1.9%	Shares	Sole	2024-10-30
2024-06-30	$1,196,031	15,994	+13.4%	Shares	Sole	2024-08-13
2024-03-31	$1,035,786	14,100	+1.9%	Shares	Sole	2024-05-03
2023-12-31	$955,099	13,832	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$835,655	13,162	-18.8%	Shares	Sole	2023-11-03
2023-06-30	$1,075,039	16,205	+6.6%	Shares	Sole	2023-08-03
2023-03-31	$966,313	15,196	+8.4%	Shares	Sole	2023-04-24
2022-12-31	$837,695	14,020	+3.8%	Shares	Sole	2023-02-13
2022-09-30	$748,907	13,506	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$793,722	13,253	-2.8%	Shares	Sole	2022-08-12
2022-03-31	$939,996	13,635	+44.2%	Shares	Sole	2022-05-09
2021-09-30	$660,123	9,456	+3.4%	Shares	Sole	2021-11-15
2021-06-30	$646,094	9,145	+4.2%	Shares	Sole	2021-08-12
2021-03-31	$587,645	8,780	-23.1%	Shares	Sole	2021-05-07
2020-12-31	$733,128	11,423	+13.3%	Shares	Sole	2021-02-12
2020-09-30	$584,698	10,081	+7.3%	Shares	Sole	2020-11-05
2020-06-30	$515,432	9,392	+80.3%	Shares	Sole	2020-11-05
2020-03-31	$247,219	5,209	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.