WEALTH ALLIANCE, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1793904
MELLVILLE, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,797,049
+$468,978 QoQ
Shares Held
59,396
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#18
of 122 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,797,049 | 59,396 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $5,328,071 | 60,211 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,474,802 | 61,130 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,456,923 | 61,912 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,270,379 | 63,194 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,897,300 | 64,017 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $4,964,328 | 64,800 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $5,202,773 | 65,933 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,925,982 | 65,873 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $4,873,409 | 66,341 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,609,363 | 66,754 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $4,315,669 | 67,974 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||