Madrid Financial Services
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2135336
MANHATTAN BEACH, CA
Position in AOA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,769,692
+$667,259 QoQ
Shares Held
28,378
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.17%
of 13F equity value
Holder Rank
#35
of 212 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,692 | 28,378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,102,433 | 23,759 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,390,625 | 26,693 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $1,967,549 | 22,323 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $1,642,563 | 19,695 | Shares | Sole | 2026-08-18 | |
| 2025-03-31 | $1,456,177 | 19,035 | Shares | Sole | 2026-08-18 | |
| 2024-12-31 | $244,768 | 3,195 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||