Merit Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1621225
ALPHARETTA, GA
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$463,776
+$240,683 QoQ
Shares Held
5,241
+110.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,776 | 5,241 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $223,093 | 2,491 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $211,290 | 2,758 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||