Great Point Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1760304
BOSTON, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$455,546
-$5,688 QoQ
Shares Held
5,148
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,546 | 5,148 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $461,234 | 5,150 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $486,268 | 5,517 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $527,620 | 6,897 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $528,915 | 6,904 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $547,477 | 6,938 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $518,823 | 6,938 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $509,812 | 6,940 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $567,314 | 8,216 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $520,364 | 8,196 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $554,801 | 8,363 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $531,803 | 8,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $568,342 | 9,512 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $498,883 | 8,997 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $538,830 | 8,997 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $607,499 | 8,812 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $638,121 | 8,763 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $605,880 | 8,679 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $587,525 | 8,316 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $542,400 | 8,104 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $249,852 | 3,893 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $247,022 | 4,259 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $233,733 | 4,259 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||