IMA Advisory Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1455495
DENVER, CO
Position in AOA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$717,945
+$300,892 QoQ
Shares Held
7,356
+56.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#95
of 212 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,945 | 7,356 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,053 | 4,713 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $420,932 | 4,700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $444,313 | 5,041 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $917,483 | 11,001 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $714,051 | 9,334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $717,759 | 9,369 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||