MRWM Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1732949
NASHVILLE, TN
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$608,368
-$8,252 QoQ
Shares Held
6,875
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
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 | $608,368 | 6,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $616,620 | 6,885 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $648,093 | 7,353 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $636,842 | 7,636 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $619,114 | 8,093 | Shares | Sole | 2025-08-27 | |
| 2024-12-31 | $669,494 | 8,739 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||