Insight Advisors, LLC/ PA

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1844880 Newtown, PA

Position in AOA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$849,705

+$1,175 QoQ

Shares Held

8,706

-9.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#84

of 212 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$849,705	8,706	-9.2%	Shares	Sole	2026-08-05
2026-03-31	$848,530	9,589	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$858,343	9,584	-2.3%	Shares	Sole	2026-02-11
2025-09-30	$864,917	9,813	-1.9%	Shares	Sole	2025-11-10
2025-06-30	$834,000	10,000	-4.7%	Shares	Sole	2025-07-30
2025-03-31	$802,485	10,490	-20.7%	Shares	Sole	2025-04-11
2024-12-31	$1,013,626	13,231	-1.6%	Shares	Sole	2025-01-27
2024-09-30	$1,061,418	13,451	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$997,639	13,341	+0.6%	Shares	Sole	2024-07-15
2024-03-31	$974,446	13,265	+8.4%	Shares	Sole	2024-05-06
2023-12-31	$845,310	12,242	+0.8%	Shares	Sole	2024-01-23
2023-09-30	$770,768	12,140	-2.5%	Shares	Sole	2023-11-07
2023-06-30	$825,733	12,447	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$785,209	12,348	+1.5%	Shares	Sole	2023-05-03
2022-12-31	$726,799	12,164	-4.5%	Shares	Sole	2023-02-21
2022-09-30	$706,100	12,734	+10.1%	Shares	Sole	2022-12-12
2022-06-30	$692,448	11,562	-2.2%	Shares	Sole	2022-08-11
2022-03-31	$815,008	11,822	+9.5%	Shares	Sole	2022-06-02
2021-12-31	$786,091	10,795	+2.1%	Shares	Sole	2022-02-09
2021-09-30	$738,310	10,576	+20.0%	Shares	Sole	2021-11-12
2021-06-30	$622,638	8,813	+43.9%	Shares	Sole	2021-08-12
2021-03-31	$409,812	6,123	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$391,498	6,100	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.