Clearstead Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 842775
CLEVELAND, OH
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,447,621
-$102,233 QoQ
Shares Held
61,562
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,447,621 | 61,562 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,549,854 | 61,968 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,464,856 | 62,002 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,214,084 | 62,519 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,829,980 | 63,137 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,798,467 | 62,635 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,708,480 | 59,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,440,885 | 59,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,753 | 160 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||