Syverson Strege & Co
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1682057
WEST DES MOINES, IA
Position in AOA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,589,318
-$51,552 QoQ
Shares Held
16,284
-12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#58
of 212 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,318 | 16,284 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,640,870 | 18,543 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,799,081 | 20,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,919,512 | 21,778 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,892,596 | 22,693 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,822,306 | 23,821 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,855,417 | 24,219 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,874,191 | 23,751 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,976,884 | 26,436 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,948,232 | 26,521 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,804,690 | 26,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,630,486 | 25,681 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,548,906 | 23,348 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,453,730 | 22,861 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,456,167 | 24,371 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,233,318 | 22,242 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,290,689 | 21,551 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,488,345 | 21,589 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,389,988 | 19,088 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $1,295,464 | 18,557 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,315,926 | 18,626 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,139,014 | 17,018 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $968,091 | 15,084 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||