Fidato Wealth LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1711360
MIDDLEBURG HEIGHTS, OH
Position in AOA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$813,105
+$121,025 QoQ
Shares Held
8,331
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.92%
of 13F equity value
Holder Rank
#88
of 212 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,105 | 8,331 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $692,080 | 7,821 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $727,675 | 8,125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $657,700 | 7,462 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $702,978 | 8,429 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $621,486 | 8,124 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $604,069 | 7,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,080 | 7,706 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $556,288 | 7,439 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $530,748 | 7,225 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $503,719 | 7,295 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||