Arax Advisory Partners
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1586767
DENVER, CO
Position in AOA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$771,332
+$318,795 QoQ
Shares Held
7,903
+54.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 212 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,332 | 7,903 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $452,537 | 5,114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $422,454 | 4,717 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $379,470 | 4,550 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $332,622 | 4,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $322,145 | 4,205 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $413,961 | 5,246 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $625,385 | 8,363 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $601,049 | 8,182 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $518,357 | 7,507 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $411,986 | 6,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $415,950 | 6,270 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $378,360 | 5,950 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $365,849 | 6,123 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $313,902 | 5,661 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $301,845 | 5,040 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $230,880 | 3,349 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $213,945 | 2,938 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $157,142 | 2,251 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $154,158 | 2,182 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $127,974 | 1,994 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $105,966 | 1,827 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $97,686 | 1,780 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $83,292 | 1,755 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||