Mullooly Asset Management, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1950591
WALL TOWNSHIP, NJ
Position in AOA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$836,822
+$85,188 QoQ
Shares Held
8,574
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#86
of 212 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,822 | 8,574 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $751,634 | 8,494 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $746,034 | 8,330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $714,727 | 8,109 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $717,406 | 8,602 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $642,829 | 8,403 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||