Composition Wealth, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1585859
LOS ANGELES, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$318,121
+$39,053 QoQ
Shares Held
3,595
+15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,121 | 3,595 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $279,068 | 3,116 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $335,989 | 3,812 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $995,295 | 11,934 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $992,970 | 12,980 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,145,013 | 14,946 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,053,764 | 13,354 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $939,909 | 12,569 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $566,376 | 7,710 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $419,271 | 6,072 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $378,590 | 5,963 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $318,033 | 4,794 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $243,740 | 3,833 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $203,097 | 2,946 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||