MAGNOLIA CAPITAL ADVISORS LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1803662
RIDGELAND, MS
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$959,700
+$233,552 QoQ
Shares Held
9,833
+19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#56
of 122 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,700 | 9,833 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $726,148 | 8,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $516,671 | 5,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,224 | 2,578 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||