HFM Investment Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2067972
GLASSBORO, NJ
Position in AOA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,476,492
-$549,840 QoQ
Shares Held
15,128
-33.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.96%
of 13F equity value
Holder Rank
#61
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 | $1,476,492 | 15,128 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,026,332 | 22,899 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,322,917 | 25,937 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,325,485 | 26,384 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,141,878 | 25,682 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,878,228 | 24,552 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||