Moss Adams Wealth Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1661245
SEATTLE, WA
Position in AOA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,027,925
+$332,644 QoQ
Shares Held
22,917
+21.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
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 | $2,027,925 | 22,917 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,695,281 | 18,929 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,677,392 | 19,031 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $849,345 | 10,184 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $643,135 | 8,407 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $418,826 | 5,467 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $421,773 | 5,345 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $341,445 | 4,566 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $335,418 | 4,566 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $246,439 | 3,569 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,278 | 3,501 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||