tru Independence LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1785445
PORTLAND, OR
Position in AOA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$241,223
-$21,546 QoQ
Shares Held
2,726
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,223 | 2,726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $262,769 | 2,934 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $257,809 | 2,925 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $243,945 | 2,925 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||