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AOAAOA
11 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

Yes. EP Wealth Advisors holds 31,800 shares of AOA, worth $3.1M, as of its Q2 2026 13F filing. It increased the position by 1,166 shares (+3.8%) from Q1 2026. EP Wealth Advisors has held AOA since Q1 2026, across 2 quarterly 13F filings.

Current Value

$3.1M

Current Shares

31,800

Total Value Change

+$2.9M

Total Shares Change

+28,928

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
31,800
+3.8%
$3.1M0.0%$96.62
27
2026-Q1
New
30,634
-
$2.7M0.0%$87.33
36
2025-Q4
Exited
0
-100.0%
$00.0%$88.39
0
2025-Q2
Increased
3,015
+1.3%
$251,4360.0%$80.69
23
2025-Q1
Unchanged
2,976
0.0%
$227,6460.0%$73.81
0
2024-Q4
Increased
2,976
+1.3%
$227,9730.0%$73.91
23
2024-Q3
Increased
2,938
+0.7%
$231,8010.0%$75.14
23
2024-Q2
Increased
2,917
+0.3%
$218,1160.0%$70.69
23
2024-Q1
Increased
2,909
+0.0%
$213,6660.0%$69.25
23
2023-Q4
Increased
2,908
+1.3%
$200,8100.0%$65.09
23
2023-Q3
New
2,872
-
$182,3300.0%$59.10
31

Other major holders of AOA: WELLS FARGO & COMPANY/MN, Rockefeller Capital Management L.P., STIFEL FINANCIAL CORP

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