Columbia River Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2057074
VANCOUVER, WA
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$310,563
+$24,918 QoQ
Shares Held
3,182
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#87
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 | $310,563 | 3,182 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $285,645 | 3,228 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $280,054 | 3,127 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $278,698 | 3,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,544 | 3,160 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $229,500 | 3,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $228,604 | 2,984 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||