Modera Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1542143
WESTWOOD, NJ
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$775,614
+$196,788 QoQ
Shares Held
8,765
+35.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,614 | 8,765 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $578,826 | 6,463 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $567,445 | 6,438 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $602,148 | 7,220 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $530,221 | 6,931 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $306,516 | 4,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $314,693 | 3,988 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $288,052 | 3,852 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $293,913 | 4,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $276,407 | 4,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,912 | 3,889 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||