DT Investment Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1537621
CHADDS FORD, PA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,982
-$48 QoQ
Shares Held
45
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,982 | 45 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,030 | 45 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,966 | 45 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,753 | 45 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,442 | 45 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,447 | 45 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,550 | 45 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,365 | 45 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,305 | 45 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,107 | 45 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,857 | 45 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,985 | 45 | Shares | Sole | 2023-08-28 | |
| No filing history on record for this holder in this stock. | ||||||