Regatta Research & Money Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2137529
METAIRIE, LA
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$113,020
New position
Shares Held
1,158
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#100
of 122 holders
Holding Since
Jun 2026
1 quarter on record
All Filings in AOA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,020 | 1,158 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||