Westshore Wealth, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1806366
NEWPORT BEACH, CA
Position in AOA
as of Mar 31, 2026
· filed May 27, 2026
Position Value
$286,707
+$4,146 QoQ
Shares Held
3,240
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,707 | 3,240 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $282,561 | 3,155 | Shares | Sole | 2026-02-25 | |
| 2025-09-30 | $255,958 | 2,904 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $390,562 | 4,683 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $358,249 | 4,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,716 | 4,591 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $281,471 | 3,567 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $277,284 | 3,708 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||