Prosperity Consulting Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1910398
OWINGS MILLS, MD
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,357,488
+$1,050,427 QoQ
Shares Held
85,630
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#10
of 122 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,357,488 | 85,630 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,307,061 | 82,575 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,757,749 | 75,455 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,247,275 | 70,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,975,727 | 59,661 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,053,505 | 52,987 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,322,422 | 43,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,091,930 | 39,183 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,226,125 | 29,769 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,749,376 | 23,814 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $992,041 | 14,367 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||