JFS WEALTH ADVISORS, LLC

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

CIK 1568068 HERMITAGE, PA

Position in AOA

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$477,669

-$46,436 QoQ

Shares Held

5,398

-7.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

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	$477,669	5,398	-7.8%	Shares	Sole	2026-04-21
2025-12-31	$524,105	5,852	+28.8%	Shares	Sole	2026-01-14
2025-09-30	$400,331	4,542	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$371,463	4,454	+4.8%	Shares	Sole	2025-07-24
2025-03-31	$325,278	4,252	-2.0%	Shares	Sole	2025-04-22
2024-12-31	$332,487	4,340	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$341,443	4,327	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$325,517	4,353	+2.2%	Shares	Sole	2024-07-15
2024-03-31	$312,866	4,259	+2.2%	Shares	Sole	2024-04-30
2023-12-31	$287,800	4,168	-41.2%	Shares	Sole	2024-02-07
2023-09-30	$449,890	7,086	+0.3%	Shares	Sole	2023-11-02
2023-06-30	$468,758	7,066	+2.9%	Shares	Sole	2023-08-07
2023-03-31	$436,481	6,864	-0.1%	Shares	Sole	2023-04-19
2022-12-31	$410,661	6,873	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$379,056	6,836	+1.0%	Shares	Sole	2022-10-21
2022-06-30	$405,515	6,771	+2.8%	Shares	Sole	2022-08-02
2022-03-31	$454,038	6,586	0.0%	Shares	Sole	2022-05-02
2021-12-31	$479,592	6,586	-3.8%	Shares	Sole	2022-02-03
2021-09-30	$477,849	6,845	-9.7%	Shares	Sole	2021-11-09
2021-06-30	$535,668	7,582	+49.7%	Shares	Sole	2021-08-04
2021-03-31	$339,067	5,066	+0.4%	Shares	Sole	2021-04-28
2020-12-31	$323,980	5,048	+0.3%	Shares	Sole	2021-02-01
2020-09-30	$292,030	5,035	+2.6%	Shares	Sole	2020-10-28
2020-06-30	$269,296	4,907	+5.0%	Shares	Sole	2020-08-05
2020-03-31	$221,828	4,674	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.