GREAT VALLEY ADVISOR GROUP, INC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1769897
WILMINGTON, DE
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$560,672
+$8,087 QoQ
Shares Held
6,336
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,672 | 6,336 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $552,585 | 6,170 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $307,167 | 3,485 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $255,787 | 3,067 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $3,275,460 | 42,755 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,069,572 | 26,227 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $247,045 | 3,363 | Shares | Sole | 2024-05-06 | |
| 2022-09-30 | $262,001 | 4,725 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $282,980 | 4,725 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $347,250 | 5,037 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $366,794 | 5,037 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||