RTD Financial Advisors, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1810555
Philadelphia, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,402,149
-$272,918 QoQ
Shares Held
27,146
-9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,402,149 | 27,146 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,675,067 | 29,869 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,528,119 | 28,683 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,416,014 | 28,969 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,128,689 | 27,826 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,988,489 | 25,956 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,932,426 | 24,489 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,814,536 | 24,265 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,777,070 | 24,191 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,436,101 | 20,798 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,724,512 | 90,164 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,130,877 | 92,416 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,025,897 | 16,133 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $852,154 | 14,262 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,873,445 | 87,889 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,254,329 | 87,733 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,949,315 | 86,297 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,077,193 | 83,455 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||