Key Financial Inc
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1801720
WEST CHESTER, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,274
-$39 QoQ
Shares Held
37
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,274 | 37 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,313 | 37 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,261 | 37 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,085 | 37 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,830 | 37 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,834 | 37 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,919 | 37 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,766 | 37 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,718 | 37 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,554 | 37 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,349 | 37 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,454 | 37 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,352 | 37 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,210 | 37 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,051 | 37 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,215 | 37 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||