Mullooly Asset Management, Inc. AOR β€” ISHARES TR

Ownership history in Mullooly Asset Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

Mullooly Asset Management, Inc. reported ISHARES TR (AOR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows AOR at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mullooly Asset Management, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AOR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mullooly Asset Management, Inc. held AOR β€” position size vs. price
% of Fund (quarterly)    AOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 3,307 β€” 0% 0.08% $213K 2026-05-07 $68.39
2025 Q4 ADDED β€” β€” β€” 3,307 +48 +1.5% 0.08% $215K 2026-02-06 $66.41
2025 Q3 INITIATED β€” β€” β€” 3,259 β€” β€” 0.08% $210K 2025-11-10 $64.18

FAQ About Mullooly Asset Management, Inc. and AOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mullooly Asset Management, Inc. reported owning AOR?

Mullooly Asset Management, Inc. reported AOR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AOR position in Mullooly Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for AOR was 0.08% in 2025 Q3.

What is the latest reported AOR position on this page?

The most recent filing on this page is 2026 Q1, when Mullooly Asset Management, Inc. reported 3,307 shares, equal to 0.08% of portfolio, with an estimated market value of $213K.

What does the chart on this AOR ownership page compare?

The chart compares Mullooly Asset Management, Inc.'s quarterly AOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Mullooly Asset Management, Inc. Holdings