Rothschild Wealth LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1811345
OAK BROOK, IL
All Filings in AOA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,227 | 15,822 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,234,789 | 13,954 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,196,073 | 13,355 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $874,084 | 9,917 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $824,409 | 9,885 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $732,028 | 9,569 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $651,414 | 8,503 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $557,036 | 7,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $547,203 | 7,449 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $451,311 | 6,803 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,903 | 6,792 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $405,284 | 6,783 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $340,019 | 6,132 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||