Western Wealth Management, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1767902 GOLDEN, CO

Position in AOA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,844,902

+$1,320,156 QoQ

Shares Held

90,624

+6.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

of 122 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,844,902	90,624	+6.6%	Shares	Sole	2026-08-14
2026-03-31	$7,524,746	85,035	+9.3%	Shares	Sole	2026-05-19
2025-12-31	$6,969,917	77,824	+1467.1%	Shares	Sole	2026-02-05
2025-09-30	$437,703	4,966	-0.0%	Shares	Sole	2025-11-06
2025-06-30	$414,247	4,967	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$378,904	4,953	-1.6%	Shares	Sole	2025-04-23
2024-12-31	$385,731	5,035	-44.7%	Shares	Sole	2025-04-16
2024-09-30	$718,002	9,099	+75.5%	Shares	Sole	2024-11-12
2024-06-30	$387,659	5,184	+0.0%	Shares	Sole	2024-07-19
2024-03-31	$380,743	5,183	-42.0%	Shares	Sole	2024-05-03
2023-12-31	$616,547	8,929	+1.2%	Shares	Sole	2024-01-31
2023-09-30	$559,918	8,819	+33.9%	Shares	Sole	2023-11-08
2023-06-30	$436,981	6,587	-0.6%	Shares	Sole	2023-08-30
2023-03-31	$421,410	6,627	-4.1%	Shares	Sole	2023-08-30
2022-12-31	$412,872	6,910	-49.0%	Shares	Sole	2023-02-03
2022-09-30	$751,014	13,544	-21.5%	Shares	Sole	2022-11-07
2022-06-30	$1,033,342	17,254	+1.5%	Shares	Sole	2022-07-18
2022-03-31	$1,171,428	16,992	+100.0%	Shares	Sole	2022-05-10
2021-12-31	$618,605	8,495	-24.1%	Shares	Sole	2022-02-14
2021-06-30	$790,714	11,192	+2.3%	Shares	Sole	2021-08-09
2021-03-31	$732,414	10,943	+21.9%	Shares	Sole	2021-05-14
2020-12-31	$575,951	8,974	-0.4%	Shares	Sole	2021-02-10
2020-09-30	$522,406	9,007	-8.7%	Shares	Sole	2020-10-27
2020-06-30	$541,226	9,862	+1.4%	Shares	Sole	2020-07-20
2020-03-31	$461,548	9,725	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.