Farther Finance Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1992825
SAN FRANCISCO, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$4,293,800
+$1,153,648 QoQ
Shares Held
48,523
+38.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,293,800 | 48,523 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,140,152 | 35,062 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,409,659 | 27,339 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,044,134 | 24,510 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $583,389 | 7,626 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $455,369 | 5,944 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,472 | 741 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $54,738 | 732 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $46,500 | 633 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,153 | 596 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $31,618 | 498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,685 | 146 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $63 | 1 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $59 | 1 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||