LBMC INVESTMENT ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1536924
BRENTWOOD, TN
Position in AOA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,232,208
+$1,045,214 QoQ
Shares Held
125,330
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.95%
of 13F equity value
Holder Rank
#7
of 212 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,232,208 | 125,330 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,186,994 | 126,421 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,179,237 | 124,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,599,664 | 131,605 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $11,244,321 | 134,824 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,398,339 | 135,926 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $10,545,749 | 137,655 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,987,901 | 139,246 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,465,461 | 139,950 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $10,257,219 | 139,630 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $9,702,146 | 140,509 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,977,739 | 141,404 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $9,809,032 | 147,860 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,571,757 | 150,523 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $8,953,059 | 149,842 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,283,453 | 149,386 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $8,884,861 | 148,353 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $10,274,128 | 149,030 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $10,811,439 | 148,468 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $3,138,378 | 44,956 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,560,196 | 149,472 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $10,814,281 | 161,576 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $10,312,506 | 160,681 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $9,181,516 | 158,302 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $8,553,926 | 155,866 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $7,324,169 | 154,323 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||