Mascoma Wealth Management LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1695664
HANOVER, NH
Position in AOA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$180,873
+$10,799 QoQ
Shares Held
2,044
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,873 | 2,044 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $170,074 | 1,899 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $186,592 | 2,117 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $189,735 | 2,275 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $176,791 | 2,311 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $268,211 | 3,501 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $288,258 | 3,653 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $270,778 | 3,621 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $268,716 | 3,658 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $182,982 | 2,650 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $154,280 | 2,430 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $165,783 | 2,499 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $118,213 | 1,859 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $166,583 | 2,788 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $135,076 | 2,436 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $156,492 | 2,613 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $170,212 | 2,469 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $130,784 | 1,796 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $106,599 | 1,527 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $74,693 | 1,116 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||