CWM, LLC

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

CIK 1535847 OMAHA, NE

Position in AOA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$373,427

+$61,669 QoQ

Shares Held

4,220

+21.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$373,427	4,220	+21.2%	Shares	Sole	2026-05-14
2025-12-31	$311,758	3,481	+4.7%	Shares	Sole	2026-01-26
2025-09-30	$293,153	3,326	+21.0%	Shares	Sole	2025-10-15
2025-06-30	$229,183	2,748	+6.5%	Shares	Sole	2025-07-25
2025-03-31	$197,446	2,581	-14.6%	Shares	Sole	2025-05-01
2024-12-31	$231,668	3,024	+237.5%	Shares	Sole	2025-02-04
2024-09-30	$70,703	896	-32.5%	Shares	Sole	2024-10-08
2024-06-30	$99,233	1,327	-7.5%	Shares	Sole	2024-07-10
2024-03-31	$105,415	1,435	-53.7%	Shares	Sole	2024-04-05
2023-12-31	$213,916	3,098	-9.7%	Shares	Sole	2024-02-01
2023-09-30	$217,770	3,430	+220.3%	Shares	Sole	2023-10-11
2023-06-30	$71,050	1,071	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$70,076	1,102	-18.1%	Shares	Sole	2023-05-01
2022-12-31	$80,423	1,346	-12.0%	Shares	Sole	2023-02-01
2022-09-30	$84,838	1,530	-71.8%	Shares	Sole	2022-10-27
2022-06-30	$324,603	5,420	+9.4%	Shares	Sole	2022-07-28
2022-03-31	$341,666	4,956	+102.5%	Shares	Sole	2022-04-21
2021-12-31	$178,263	2,448	-12.6%	Shares	Sole	2022-01-31
2021-06-30	$197,961	2,802	0.0%	Shares	Sole	2021-09-15
2021-03-31	$187,537	2,802	0.0%	Shares	Sole	2021-09-15
2020-12-31	$179,832	2,802	0.0%	Shares	Sole	2021-09-15
2020-09-30	$162,516	2,802	0.0%	Shares	Sole	2021-09-15
2020-06-30	$153,773	2,802	0.0%	Shares	Sole	2021-09-15
2020-03-31	$132,982	2,802	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.