Diversify Advisory Services, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2021232
SANDY, UT
Position in AOA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,106,491
+$779,777 QoQ
Shares Held
11,337
+210.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#72
of 212 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,491 | 11,337 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $326,714 | 3,648 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $287,953 | 3,267 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||