MPS Loria Financial Planners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1716180
Burr Ridge, IL
Position in AOA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$953,214
+$119,411 QoQ
Shares Held
10,772
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $953,214 | 10,772 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $833,803 | 9,310 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $761,529 | 8,640 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $695,806 | 8,343 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $628,141 | 8,211 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $336,394 | 4,391 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||