Clear Creek Financial Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1784235
SILVERDALE, WA
Position in AOA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$920,826
+$63,558 QoQ
Shares Held
10,406
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $920,826 | 10,406 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $857,268 | 9,572 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $857,161 | 9,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $787,212 | 9,439 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $751,153 | 9,819 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $898,788 | 11,732 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $971,618 | 12,313 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $931,384 | 12,455 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $911,785 | 12,412 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $821,625 | 11,899 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $711,151 | 11,201 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $682,970 | 10,295 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $604,804 | 9,511 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $448,065 | 7,499 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $404,729 | 7,299 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $447,378 | 7,470 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $663,616 | 9,626 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $675,332 | 9,274 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $659,704 | 9,450 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $651,322 | 9,219 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $539,054 | 8,054 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,018,793 | 15,874 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,027,847 | 18,729 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $831,261 | 17,515 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||