North Star Investment Management Corp.

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1342857 CHICAGO, IL

Position in AOA

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$25,927

-$314 QoQ

Shares Held

293

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,927	293	0.0%	Shares	Sole	2026-04-23
2025-12-31	$26,241	293	+1.4%	Shares	Sole	2026-01-30
2025-09-30	$25,472	289	+0.7%	Shares	Sole	2025-10-22
2025-06-30	$23,935	287	+0.3%	Shares	Sole	2025-07-15
2025-03-31	$21,879	286	+14.9%	Shares	Sole	2025-04-17
2024-12-31	$19,075	249	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$19,411	246	+0.8%	Shares	Sole	2024-10-30
2024-06-30	$18,246	244	+14.0%	Shares	Sole	2024-08-06
2024-03-31	$15,720	214	0.0%	Shares	Sole	2024-04-30
2023-12-31	$14,776	214	+1.4%	Shares	Sole	2024-01-10
2023-09-30	$13,396	211	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$13,931	210	+0.5%	Shares	Sole	2023-08-02
2023-03-31	$13,290	209	0.0%	Shares	Sole	2023-04-27
2022-12-31	$12,487	209	+1.0%	Shares	Sole	2023-01-11
2022-09-30	$11,478	207	+1.0%	Shares	Sole	2022-11-02
2022-06-30	$12,277	205	0.0%	Shares	Sole	2022-07-19
2022-03-31	$14,132	205	0.0%	Shares	Sole	2022-05-03
2021-12-31	$14,928	205	+12.0%	Shares	Sole	2022-02-07
2021-09-30	$12,775	183	+0.5%	Shares	Sole	2021-10-20
2021-06-30	$12,858	182	+0.6%	Shares	Sole	2021-07-13
2021-03-31	$12,114	181	0.0%	Shares	Sole	2021-04-19
2020-12-31	$11,616	181	+0.6%	Shares	Sole	2021-01-12
2020-09-30	$10,440	180	+116.9%	Shares	Sole	2020-10-13
2020-06-30	$4,555	83	0.0%	Shares	Sole	2020-07-16
2020-03-31	$3,939	83	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.