IFP Advisors, Inc

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

CIK 1641866 TAMPA, FL

Position in AOA

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$300,069

+$6,581 QoQ

Shares Held

3,391

+3.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$300,069	3,391	+3.5%	Shares	Sole	2026-04-13
2025-12-31	$293,488	3,277	+73.9%	Shares	Sole	2026-02-06
2025-09-30	$166,055	1,884	+13.8%	Shares	Sole	2026-02-06
2025-06-30	$138,027	1,655	-2.9%	Shares	Sole	2025-07-24
2025-03-31	$130,356	1,704	-27.4%	Shares	Sole	2025-05-05
2024-12-31	$179,880	2,348	-57.6%	Shares	Sole	2025-02-04
2024-09-30	$437,161	5,540	+269.1%	Shares	Sole	2025-02-04
2024-06-30	$112,244	1,501	+1.7%	Shares	Sole	2024-07-30
2024-03-31	$108,426	1,476	-0.9%	Shares	Sole	2024-07-30
2023-12-31	$102,815	1,489	-52.4%	Shares	Sole	2024-01-09
2023-09-30	$198,723	3,130	-6.7%	Shares	Sole	2023-10-12
2023-06-30	$222,438	3,353	+8.4%	Shares	Sole	2023-08-04
2023-03-31	$196,683	3,093	-62.5%	Shares	Sole	2023-04-18
2022-12-31	$492,818	8,248	-14.5%	Shares	Sole	2023-02-07
2022-09-30	$534,759	9,644	+0.5%	Shares	Sole	2022-11-08
2022-06-30	$574,824	9,598	+79.3%	Shares	Sole	2022-09-06
2022-03-31	$369,104	5,354	+24.5%	Shares	Sole	2022-08-08
2021-12-31	$313,198	4,301	+0.1%	Shares	Sole	2022-01-12
2021-09-30	$299,973	4,297	+3.5%	Shares	Sole	2021-10-06
2021-06-30	$293,409	4,153	+8.2%	Shares	Sole	2021-07-13
2021-03-31	$256,810	3,837	-27.8%	Shares	Sole	2021-04-30
2020-12-31	$341,052	5,314	+32.1%	Shares	Sole	2021-01-25
2020-09-30	$233,392	4,024	+2.6%	Shares	Sole	2020-10-29
2020-06-30	$215,239	3,922	-0.7%	Shares	Sole	2020-08-05
2020-03-31	$187,419	3,949	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.