ELEVATE WEALTH ADVISORY, INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2011651
ATHENS, GA
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,480
+$16,587 QoQ
Shares Held
1,675
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#97
of 122 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,480 | 1,675 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $146,893 | 1,660 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $107,113 | 1,196 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $52,090 | 591 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $45,036 | 540 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $66,402 | 868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,719 | 649 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,782 | 200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,086 | 175 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $96,526 | 1,314 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $93,631 | 1,356 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||