Corient Private Wealth LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1948780
MIAMI, FL
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,207,224
+$288,230 QoQ
Shares Held
22,615
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 122 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
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 | $2,207,224 | 22,615 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,918,994 | 21,686 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,911,658 | 21,345 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,836,837 | 20,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,827,377 | 21,911 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,679,557 | 21,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,687,794 | 22,031 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,770,819 | 22,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,757,030 | 23,496 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,844,947 | 25,115 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,733,776 | 25,109 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,799,370 | 28,341 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,998,426 | 30,124 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,884,489 | 29,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $812,600 | 13,600 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||