EVERMAY WEALTH MANAGEMENT LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1066816
ARLINGTON, VA
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,238
-$15 QoQ
Shares Held
14
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,238 | 14 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,253 | 14 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,233 | 14 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,167 | 14 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,836 | 24 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,838 | 24 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,893 | 24 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,794 | 24 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,763 | 24 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,657 | 24 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,523 | 24 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,592 | 24 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,526 | 24 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,434 | 24 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,330 | 24 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,078 | 18 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,171 | 17 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||