Avior Wealth Management, LLC

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

CIK 1599868 OMAHA, NE

Position in AOA

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$798,445

+$21,423 QoQ

Shares Held

9,023

+4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

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	$798,445	9,023	+4.0%	Shares	Sole	2026-04-09
2025-12-31	$777,022	8,676	-18.0%	Shares	Sole	2026-01-06
2025-09-30	$932,521	10,580	+1.6%	Shares	Sole	2025-11-14
2025-06-30	$868,194	10,410	+3.2%	Shares	Sole	2025-07-17
2025-03-31	$771,502	10,085	+0.0%	Shares	Sole	2025-04-21
2024-12-31	$772,382	10,082	-0.0%	Shares	Sole	2025-01-17
2024-09-30	$795,728	10,084	-6.8%	Shares	Sole	2024-11-08
2024-06-30	$809,493	10,825	+41.1%	Shares	Sole	2024-08-13
2024-03-31	$563,658	7,673	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$528,923	7,660	-3.5%	Shares	Sole	2024-01-30
2023-09-30	$503,920	7,937	-5.5%	Shares	Sole	2023-10-17
2023-06-30	$557,189	8,399	-1.8%	Shares	Sole	2023-07-19
2023-03-31	$543,758	8,551	+3.6%	Shares	Sole	2023-05-10
2022-12-31	$493,057	8,252	-2.9%	Shares	Sole	2023-02-14
2022-09-30	$471,325	8,500	-9.8%	Shares	Sole	2022-10-26
2022-06-30	$564,223	9,421	+0.2%	Shares	Sole	2022-08-10
2022-03-31	$647,967	9,399	-23.0%	Shares	Sole	2022-05-13
2021-12-31	$888,476	12,201	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$863,619	12,371	-17.5%	Shares	Sole	2021-11-02
2021-06-30	$1,059,608	14,998	+1.4%	Shares	Sole	2021-07-27
2021-03-31	$990,028	14,792	-9.3%	Shares	Sole	2021-05-11
2020-12-31	$1,046,839	16,311	-16.3%	Shares	Sole	2021-02-09
2020-09-30	$1,130,710	19,495	-7.9%	Shares	Sole	2020-10-20
2020-06-30	$1,161,205	21,159	-8.0%	Shares	Sole	2020-07-02
2020-03-31	$1,091,057	22,989	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.