TL Private Wealth
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1802868
SOUTHLAKE, TX
Position in AOA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$233,259
+$3,807 QoQ
Shares Held
2,636
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,259 | 2,636 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $229,452 | 2,562 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $228,458 | 2,592 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $229,767 | 2,755 | Shares | Sole | 2025-07-08 | |
| 2024-12-31 | $205,468 | 2,682 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $242,727 | 3,076 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $220,376 | 2,947 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $212,299 | 2,890 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $201,971 | 2,925 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||