BANK OF MONTREAL /CAN/
BankPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 927971
TORONTO, A6
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,265
+$10,936 QoQ
Shares Held
1,181
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 122 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,265 | 1,181 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $104,329 | 1,179 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $57,675 | 644 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $56,673 | 643 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $53,542 | 642 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $49,113 | 642 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,749 | 62 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,813 | 61 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,561 | 61 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,481 | 61 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,212 | 61 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,809 | 60 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $335,017 | 5,050 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $321,065 | 5,049 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,610,202 | 26,949 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,689,117 | 30,462 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,820,596 | 30,399 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $981,153 | 14,232 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $840,197 | 11,538 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $1,059,750 | 15,000 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $678,000 | 10,130 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||