Frederick Financial Consultants, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2055328
FREDERICK, MD
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,798
+$24,128 QoQ
Shares Held
4,834
-4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#75
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 | $471,798 | 4,834 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $447,670 | 5,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,236 | 5,418 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $453,039 | 5,140 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $429,843 | 5,154 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $334,764 | 4,376 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $350,337 | 4,573 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||