Independent Advisor Alliance
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1696899
CHARLOTTE, NC
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$472,359
+$150,138 QoQ
Shares Held
5,338
+26.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472,359 | 5,338 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $322,221 | 4,206 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||