STIFEL FINANCIAL CORP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 720672
ST. LOUIS, MO
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,555,167
+$94,880 QoQ
Shares Held
26,180
-5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,555,167 | 26,180 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,460,287 | 27,803 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,308,167 | 148,595 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,610,441 | 29,617 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,467,388 | 29,585 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,144,983 | 28,039 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,477,440 | 306,454 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,983,823 | 37,813 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,096,606 | 28,037 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,777,657 | 24,199 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,437,680 | 194,608 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,397,097 | 22,005 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,602,839 | 24,161 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,129,675 | 17,765 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $57,148,364 | 956,458 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,810,538 | 50,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,716,994 | 379,312 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,824,910 | 26,471 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,415,438 | 33,170 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,279,058 | 18,322 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,302,573 | 18,437 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $919,684 | 13,741 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,142,135 | 33,377 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $734,570 | 12,665 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,900,313 | 107,513 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $595,290 | 12,543 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||