Form 13-F position report

ISHARES TR CORE 80/20 AGGRESSI

Reported by CX Institutional

ETF profile Manager portfolio Source filing
AOA CUSIP 464289859 Manager CIK 0001737089
Latest reported change

Reported 82,700 shares, up 55,223 (201.0%) from the prior quarter.

Reported value 232.0%; share count 201.0% vs. the prior quarter.

Added
% of reported 13F value 0.23% This manager · Q2 2026
Shares 82,700 Quarter-end amount reported
Reported value $8,072,000 Fair value at quarter end
Consecutive quarters held 33 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 20,388 -62,312 (-75.3%) 0.05% $1,983,000 2026-10-02
Q2 2026 Added 82,700 +55,223 (201.0%) 0.23% $8,072,000 2026-07-02
Q1 2026 Reduced 27,477 -66,943 (-70.9%) 0.07% $2,431,000 2026-04-06
Q4 2025 Added 94,420 +559 (0.6%) 0.25% $8,456,000 2026-02-02
Q3 2025 Reduced 93,861 -382,937 (-80.3%) 0.25% $8,273,000 2025-10-23
Q2 2025 Added 476,798 +475,983 (58402.8%) 1.39% $39,765,000 2025-07-11
Q1 2025 Reduced 815 -5,418 (-86.9%) < 0.01% $62,000 2025-04-15
Q4 2024 Added 6,233 +2,475 (65.9%) 0.02% $477,567 2025-01-21
Q3 2024 Reduced 3,758 -739 (-16.4%) 0.01% $296,544 2024-10-11
Q2 2024 Added 4,497 +30 (0.7%) 0.02% $336,257 2024-07-11
Q1 2024 Added 4,467 +286 (6.8%) 0.02% $328,131 2024-04-15
Q4 2023 Reduced 4,181 -71 (-1.7%) 0.02% $288,697 2024-01-12
Q3 2023 Reduced 4,252 -15,992 (-79.0%) 0.01% $269,943 2023-10-18
Q2 2023 Reduced 20,244 -1,492 (-6.9%) 0.07% $1,342,999 2023-07-26
Q1 2023 Reduced 21,736 -484 (-2.2%) 0.07% $1,388,502 2023-05-04
Q4 2022 Reduced 22,220 -1,442 (-6.1%) 0.08% $1,327,669 2023-02-03
Q3 2022 Added 23,662 +1,240 (5.5%) 0.09% $1,312,000 2022-11-04
Q2 2022 Added 22,422 +450 (2.0%) 0.1% $1,342,000 2022-08-02
Q1 2022 Reduced 21,972 -779 (-3.4%) 0.12% $1,515,000 2022-05-09
Q4 2021 Added 22,751 +650 (2.9%) 0.13% $1,657,000 2022-01-18
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Institutional context

Who else reported the position

449 managers reported ISHARES TR CORE 80/20 AGGRESSI for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Rockefeller Capital Management L P Added 611,739 +55,052 0.09% $59,705,816 22 qtrs
LPL Financial LLC Reduced 247,088 -64,400 < 0.01% $24,115,763 53 qtrs
ASSETMARK INC Added 245,482 +626 0.04% $23,959,090 30 qtrs
JIM SAULNIER & ASSOCIATES LLC Added 244,296 +35,036 9.59% $23,843,267 8 qtrs
Ellenbecker Investment Group Added 223,468 +7,195 2.54% $21,810,556 19 qtrs
Foundations Investment Advisors LLC Added 202,154 +26,004 0.2% $19,730,268 9 qtrs
WELLS FARGO & COMPANY MN Reduced 184,629 -10,035 < 0.01% $18,019,786 53 qtrs
Cambridge Investment Research Advisors Inc Added 154,203 +4,033 0.03% $15,050,000 52 qtrs
MORGAN STANLEY Reduced 148,997 -22,270 < 0.01% $14,542,198 53 qtrs
Waverly Advisors LLC Added 145,444 +6,446 0.08% $14,195,366 52 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 02, 2026
Filing type
13F-HR
Position type
ETP

Voting authority reported

Sole
0
Shared
0
None
82,700

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.