NORTHWEST WEALTH MANAGEMENT, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1695344
SPENCER, IA
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,082,586
-$379,033 QoQ
Shares Held
12,234
-25.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,082,586 | 12,234 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,461,619 | 16,320 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,254,466 | 59,615 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,084,230 | 60,962 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,676,521 | 61,131 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,534,392 | 59,188 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,538,271 | 57,512 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,172,457 | 69,169 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,891,712 | 80,203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,465,031 | 79,146 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,908,030 | 77,304 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,159,129 | 77,768 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,078,360 | 79,861 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,069,608 | 84,847 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,715,634 | 85,043 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,156,469 | 86,099 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,002,123 | 87,063 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,378,449 | 87,592 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,727,421 | 82,043 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $5,644,723 | 79,897 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,398,908 | 80,665 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,845,590 | 75,500 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,064,408 | 70,076 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,762,737 | 68,563 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,206,729 | 67,567 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||