AlphaCore Capital LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1713662
LA JOLLA, CA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$121,408
+$7,667 QoQ
Shares Held
1,372
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,408 | 1,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $113,741 | 1,270 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $106,384 | 1,207 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,744 | 1,172 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $95,472 | 1,248 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||