CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 944361
MINNEAPOLIS, MN
Position in AOA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,263,662
+$50,635 QoQ
Shares Held
25,581
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,263,662 | 25,581 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,213,027 | 24,710 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,247,217 | 25,496 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,261,474 | 27,116 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,113,771 | 27,631 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,062,417 | 26,921 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,132,069 | 27,019 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,007,992 | 26,852 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,948,893 | 26,530 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,929,049 | 27,937 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,751,943 | 27,594 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,931,820 | 29,120 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,744,846 | 27,439 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,464,114 | 24,504 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,348,599 | 24,321 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,430,712 | 23,889 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,203,416 | 17,456 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $765,847 | 10,517 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $600,924 | 8,608 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||