TRUE Private Wealth Advisors

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

CIK 1667074 Salem, OR

Position in AOA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$726,945

-$188,268 QoQ

Shares Held

8,215

-19.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$726,945	8,215	-19.6%	Shares	Sole	2026-05-15
2025-12-31	$915,213	10,219	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$920,005	10,438	-18.9%	Shares	Sole	2025-11-14
2025-06-30	$1,073,691	12,874	-4.6%	Shares	Sole	2025-08-11
2025-03-31	$1,032,444	13,496	-15.4%	Shares	Sole	2025-05-15
2024-12-31	$1,222,082	15,952	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$1,276,448	16,176	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$1,173,073	15,687	+2.8%	Shares	Sole	2024-07-16
2024-03-31	$1,120,705	15,256	-0.3%	Shares	Sole	2024-04-25
2023-12-31	$1,056,534	15,301	+36.1%	Shares	Sole	2024-01-30
2023-09-30	$713,627	11,240	-60.3%	Shares	Sole	2023-11-13
2023-06-30	$1,878,019	28,309	+5.2%	Shares	Sole	2023-08-11
2023-03-31	$1,711,779	26,919	-5.6%	Shares	Sole	2023-05-11
2022-12-31	$1,703,651	28,513	+368.7%	Shares	Sole	2023-02-14
2022-09-30	$337,302	6,083	+14.4%	Shares	Sole	2022-11-04
2022-06-30	$318,554	5,319	-56.1%	Shares	Sole	2022-07-28
2022-03-31	$836,173	12,129	+33.6%	Shares	Sole	2022-05-09
2021-12-31	$661,059	9,078	+484.2%	Shares	Sole	2022-02-11
2020-12-31	$99,735	1,554	-40.7%	Shares	Sole	2021-01-11
2020-09-30	$151,960	2,620	-15.1%	Shares	Sole	2020-10-09
2020-06-30	$169,414	3,087	-27.5%	Shares	Sole	2020-07-07
2020-03-31	$201,942	4,255	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.