Wealthquest Corp

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

CIK 1632968 CINCINNATI, OH

Position in AOA

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$756,058

-$9,142 QoQ

Shares Held

8,544

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$756,058	8,544	0.0%	Shares	Sole	2026-05-07
2025-12-31	$765,200	8,544	-1.9%	Shares	Sole	2026-02-09
2025-06-30	$726,414	8,710	-2.2%	Shares	Sole	2025-08-13
2025-03-31	$681,232	8,905	0.0%	Shares	Sole	2025-05-08
2024-12-31	$682,212	8,905	-1.2%	Shares	Sole	2025-01-16
2024-09-30	$711,531	9,017	-2.0%	Shares	Sole	2024-11-21
2024-06-30	$687,826	9,198	-1.8%	Shares	Sole	2024-08-26
2024-03-31	$688,173	9,368	-7.2%	Shares	Sole	2024-05-09
2023-12-31	$696,783	10,091	-20.9%	Shares	Sole	2024-02-16
2023-09-30	$810,195	12,761	-14.1%	Shares	Sole	2023-11-15
2023-06-30	$985,082	14,849	+5.1%	Shares	Sole	2023-08-14
2023-03-31	$898,653	14,132	+5.1%	Shares	Sole	2023-05-04
2022-12-31	$803,757	13,452	+6.3%	Shares	Sole	2023-02-10
2022-09-30	$701,886	12,658	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$746,468	12,464	-11.7%	Shares	Sole	2022-08-12
2022-03-31	$973,501	14,121	0.0%	Shares	Sole	2022-08-18
2021-12-31	$1,028,291	14,121	-15.1%	Shares	Sole	2022-02-14
2021-09-30	$1,160,730	16,627	-21.5%	Shares	Sole	2021-11-15
2021-06-30	$1,495,660	21,170	-5.6%	Shares	Sole	2021-08-10
2021-03-31	$1,501,507	22,434	+63.5%	Shares	Sole	2021-05-13
2020-12-31	$880,421	13,718	+5.7%	Shares	Sole	2021-02-09
2020-09-30	$752,782	12,979	+6.2%	Shares	Sole	2020-11-12
2020-06-30	$670,688	12,221	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.