OneDigital Investment Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1690370
OVERLAND PARK, KS
Position in AOA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,994,456
+$311,023 QoQ
Shares Held
20,435
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#48
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 | $1,994,456 | 20,435 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,683,433 | 19,024 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,459,201 | 16,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,421,874 | 16,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,127,234 | 13,516 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $747,328 | 9,769 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $595,106 | 7,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $431,716 | 5,471 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $464,832 | 6,216 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $447,665 | 6,094 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $484,661 | 7,019 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $447,160 | 7,043 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $555,862 | 8,379 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $452,760 | 7,120 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $502,915 | 8,417 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $439,274 | 7,922 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $231,055 | 3,858 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $255,422 | 3,705 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $256,690 | 3,525 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $240,425 | 3,444 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $443,469 | 6,277 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $223,546 | 3,340 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $199,278 | 3,105 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||