Aprio Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1803519
ATLANTA, GA
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$289,362
+$16,115 QoQ
Shares Held
3,270
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,362 | 3,270 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $273,247 | 3,051 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $265,565 | 3,013 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,449 | 2,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,123 | 2,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,451 | 2,982 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $232,232 | 2,943 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $218,507 | 2,922 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $214,062 | 2,914 | Shares | Sole | 2024-04-10 | |
| 2021-12-31 | $205,352 | 2,820 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||