Weaver Consulting Group
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1780055
HUNTINGTON BEACH, CA
Position in AOA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,803,237
+$732,288 QoQ
Shares Held
54,280
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,803,237 | 54,280 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,070,949 | 45,455 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,683,106 | 41,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,436,580 | 41,206 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,028,864 | 39,593 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,658,443 | 34,701 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,712,452 | 34,374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,551,269 | 34,117 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,516,592 | 34,258 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,425,588 | 35,128 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,327,098 | 36,653 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,401,242 | 36,196 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,409,361 | 37,889 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,271,336 | 38,014 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,363,888 | 42,631 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $2,518,973 | 42,060 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,775,386 | 40,258 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,756,601 | 37,855 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,289,558 | 32,797 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,189,938 | 30,997 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,100,263 | 31,380 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $1,974,497 | 30,765 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,732,460 | 29,870 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,637,289 | 29,834 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,436,376 | 30,265 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||