WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1632972
PLYMOUTH, MN
Position in AOA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,411,352
-$1,365,303 QoQ
Shares Held
27,250
-35.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,411,352 | 27,250 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,776,655 | 42,169 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,863,440 | 43,833 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,768,429 | 45,185 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,633,375 | 60,567 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,799,386 | 62,647 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,665,343 | 33,777 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,421,825 | 32,386 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,765,254 | 37,643 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,141,844 | 45,501 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,769,687 | 43,624 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||