Bellwether Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1819815
LINCOLN, NE
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,860
+$62,642 QoQ
Shares Held
3,933
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#79
of 122 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,860 | 3,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $321,218 | 3,630 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $357,254 | 3,989 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $411,525 | 4,669 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $365,125 | 4,378 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $261,094 | 3,413 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $265,760 | 3,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $217,712 | 2,759 | Shares | Sole | 2024-11-08 | |
| 2023-03-31 | $140,788 | 2,214 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $169,152 | 2,831 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $144,447 | 2,605 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $144,574 | 2,414 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $103,823 | 1,506 | Shares | Sole | 2022-04-29 | |
| 2021-03-31 | $60,504 | 904 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $56,285 | 877 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||