1 NORTH WEALTH SERVICES LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1641761
ANNAPOLIS, MD
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$23,361
-$103 QoQ
Shares Held
264
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,361 | 264 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $23,464 | 262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,828 | 259 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,600 | 259 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $19,813 | 259 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||