SteelPeak Wealth, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1801868 WOODLAND HILLS, CA

Position in AOA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,976,563

+$145,724 QoQ

Shares Held

44,938

+5.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 19% Shared 0% None 81%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,976,563	44,938	+5.1%	Shares	Sole	2026-05-05
2025-12-31	$3,830,839	42,774	-2.1%	Shares	Sole	2026-01-20
2025-09-30	$3,849,867	43,679	+5.2%	Shares	Sole	2025-10-21
2025-06-30	$3,464,269	41,538	+1.9%	Shares	Sole	2025-07-23
2025-03-31	$3,118,599	40,766	-0.1%	Shares	Sole	2025-05-01
2024-12-31	$3,125,228	40,794	+5.8%	Shares	Sole	2025-01-23
2024-09-30	$3,042,217	38,553	+2.0%	Shares	Sole	2024-10-25
2024-06-30	$2,826,459	37,797	+1.4%	Shares	Sole	2024-07-17
2024-03-31	$2,737,339	37,263	+2.0%	Shares	Sole	2024-04-18
2023-12-31	$2,521,913	36,523	+4.2%	Shares	Sole	2024-01-24
2023-09-30	$2,225,959	35,060	+2.1%	Shares	Sole	2023-11-03
2023-06-30	$2,278,248	34,342	+10.7%	Shares	Sole	2023-08-03
2023-03-31	$1,972,116	31,013	+2.0%	Shares	Sole	2023-05-08
2022-12-31	$1,816,519	30,402	-1.6%	Shares	Sole	2023-01-25
2022-09-30	$1,712,462	30,883	+0.8%	Shares	Sole	2022-10-26
2022-06-30	$1,835,209	30,643	-1.0%	Shares	Sole	2022-08-02
2022-03-31	$2,134,864	30,967	+0.6%	Shares	Sole	2022-05-10
2021-12-31	$2,241,763	30,785	-4.8%	Shares	Sole	2022-01-31
2021-09-30	$2,258,493	32,352	-3.8%	Shares	Sole	2021-11-15
2021-06-30	$2,375,182	33,619	-9.9%	Shares	Sole	2021-08-13
2021-03-31	$2,496,489	37,300	-4.8%	Shares	Sole	2021-05-18
2020-12-31	$2,515,278	39,191	-4.1%	Shares	Sole	2021-02-04
2020-09-30	$2,370,054	40,863	+3.5%	Shares	Sole	2020-10-26
2020-06-30	$2,167,705	39,499	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.