PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2145782
WALTHAM, MA
All Filings in AOA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,195 | 6,877 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $576,954 | 6,520 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $619,665 | 6,919 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $559,689 | 6,350 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $474,963 | 5,695 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $376,686 | 4,924 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $328,733 | 4,291 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $368,667 | 4,672 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $331,275 | 4,430 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $281,278 | 3,829 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $262,528 | 3,802 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $236,182 | 3,720 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $237,443 | 18,859 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $225,362 | 3,544 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $207,631 | 3,475 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||