Valmark Advisers, Inc.

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

CIK 1380443 AKRON, OH

Position in AOA

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$583,945

+$110,800 QoQ

Shares Held

6,599

+24.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

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	$583,945	6,599	+24.9%	Shares	Sole	2026-05-01
2025-12-31	$473,145	5,283	-48.0%	Shares	Sole	2026-01-26
2025-09-30	$894,885	10,153	+1.5%	Shares	Sole	2025-10-24
2025-06-30	$834,000	10,000	+3.5%	Shares	Sole	2025-07-23
2025-03-31	$738,990	9,660	+1.8%	Shares	Sole	2025-04-23
2024-12-31	$726,799	9,487	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$749,171	9,494	+1.7%	Shares	Sole	2024-10-25
2024-06-30	$697,772	9,331	+1.2%	Shares	Sole	2024-08-01
2024-03-31	$677,007	9,216	+7.7%	Shares	Sole	2024-05-06
2023-12-31	$590,791	8,556	+0.2%	Shares	Sole	2024-02-02
2023-09-30	$542,268	8,541	+3.0%	Shares	Sole	2023-11-08
2023-06-30	$550,223	8,294	+0.4%	Shares	Sole	2023-08-03
2023-03-31	$525,189	8,259	+6.9%	Shares	Sole	2023-05-02
2022-12-31	$461,449	7,723	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$426,854	7,698	+3.2%	Shares	Sole	2022-11-03
2022-06-30	$446,539	7,456	-1.0%	Shares	Sole	2022-08-01
2022-03-31	$519,256	7,532	-11.3%	Shares	Sole	2022-05-10
2021-12-31	$618,678	8,496	+13.5%	Shares	Sole	2022-02-02
2021-09-30	$522,597	7,486	+3.0%	Shares	Sole	2021-11-09
2021-06-30	$513,696	7,271	-3.1%	Shares	Sole	2021-08-06
2021-03-31	$502,309	7,505	-7.8%	Shares	Sole	2021-05-04
2020-12-31	$522,296	8,138	0.0%	Shares	Sole	2021-02-03
2020-09-30	$472,004	8,138	+1.2%	Shares	Sole	2020-11-09
2020-06-30	$441,125	8,038	-16.6%	Shares	Sole	2020-07-31
2020-03-31	$457,182	9,633	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.