Cape Investment Advisory, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1944437
MCDONOUGH, GA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$560,141
-$1,758 QoQ
Shares Held
6,330
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,141 | 6,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $561,899 | 6,274 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $530,590 | 6,362 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $463,513 | 6,059 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $464,179 | 6,059 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $476,616 | 6,040 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $451,147 | 6,033 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $443,551 | 6,038 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $421,066 | 6,098 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $330,465 | 5,205 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $345,233 | 5,204 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $331,176 | 5,208 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||