McNamara Financial Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1622431
Marshfield, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$323,076
+$11,587 QoQ
Shares Held
3,651
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,076 | 3,651 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $311,489 | 3,478 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $273,145 | 3,099 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $253,285 | 3,037 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $203,490 | 2,660 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $205,718 | 2,607 | Shares | Sole | 2024-10-10 | |
| 2022-12-31 | $233,562 | 3,909 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||