EIGHT 31 FINANCIAL, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2011328
MIDLAND, TX
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$632,350
+$82,208 QoQ
Shares Held
6,479
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#67
of 122 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,350 | 6,479 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $550,142 | 6,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,197 | 6,188 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $540,121 | 6,128 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $508,740 | 6,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $463,666 | 6,061 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||