COMMONWEALTH EQUITY SERVICES, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 312272
WALTHAM, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,620,290
+$145,282 QoQ
Shares Held
74,814
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,620,290 | 74,814 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,475,008 | 72,298 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,811,054 | 88,621 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,312,861 | 111,665 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,209,436 | 94,241 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,110,403 | 92,813 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,606,608 | 96,396 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,447,788 | 99,596 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,660,408 | 104,280 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,681,896 | 154,698 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,465,536 | 86,085 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,423,626 | 81,755 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,219,276 | 82,077 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,856,300 | 81,277 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,135,376 | 110,647 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,980,478 | 116,555 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,131,955 | 117,957 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,301,081 | 155,192 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $12,393,578 | 177,533 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,324,013 | 146,129 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,318,061 | 139,221 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,707,545 | 151,255 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,568,688 | 147,736 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,131,514 | 148,169 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,467,688 | 157,347 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||