BlueStem Wealth Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1977465
MINNETONKA, MN
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,207,995
+$88,862 QoQ
Shares Held
12,377
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#50
of 122 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,995 | 12,377 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,119,133 | 12,647 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,117,529 | 12,478 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,077,335 | 12,223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,134,156 | 13,599 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,040,323 | 13,599 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,065,491 | 13,908 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||