Aquire Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1745945
Salt Lake City, UT
Position in AOA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$470,324
+$5,329 QoQ
Shares Held
5,315
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,324 | 5,315 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $464,995 | 5,192 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $532,013 | 6,036 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $514,578 | 6,170 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $440,334 | 5,756 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $426,258 | 5,564 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $417,986 | 5,297 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $380,480 | 5,088 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $353,636 | 4,814 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $315,420 | 4,568 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $259,356 | 4,085 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $268,146 | 4,042 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $226,825 | 3,567 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $202,731 | 3,393 | Shares | Sole | 2023-01-20 | |
| 2021-12-31 | $202,221 | 2,777 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||