Clearstead Trust, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1708001
PORTLAND, ME
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,299
+$19,523 QoQ
Shares Held
252
+712.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | $22,299 | 252 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,776 | 31 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||