Insight Wealth Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1627003
Plano, TX
Position in AOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$329,713
+$92,827 QoQ
Shares Held
3,726
+40.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
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 | $329,713 | 3,726 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $236,886 | 2,645 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $210,654 | 2,390 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||