New Capital Management LP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1696731
HOUSTON, TX
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$318,298
-$8,506 QoQ
Shares Held
3,597
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,298 | 3,597 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $326,804 | 3,649 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $310,693 | 3,525 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $290,482 | 3,483 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $254,439 | 3,326 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $265,836 | 3,470 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $273,817 | 3,470 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $255,747 | 3,420 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $249,543 | 3,397 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||