RWA WEALTH PARTNERS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1544576
BOSTON, MA
Position in AOA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,412,414
+$111,529 QoQ
Shares Held
27,262
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,412,414 | 27,262 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,300,885 | 25,691 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,317,817 | 26,297 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,084,081 | 24,989 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,909,822 | 24,965 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,985,730 | 25,920 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,966,594 | 24,922 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,943,307 | 25,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,917,966 | 26,109 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,927,599 | 27,916 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $319,989 | 5,040 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $255,077 | 3,845 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $211,373 | 3,324 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||