MISSION WEALTH MANAGEMENT, LP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1645382
Santa Barbara, CA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$480,235
-$344,343 QoQ
Shares Held
5,427
-41.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,235 | 5,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $824,578 | 9,207 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,006,206 | 11,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $360,871 | 4,327 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $250,461 | 3,274 | Shares | Sole | 2025-04-17 | |
| 2022-06-30 | $258,964 | 4,324 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $297,407 | 4,314 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $314,145 | 4,314 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $298,158 | 4,271 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $300,191 | 4,249 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $283,917 | 4,242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $272,251 | 4,242 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||