Atlas Private Wealth Advisors
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1814234
RED BANK, NJ
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$204,057
-$130,043 QoQ
Shares Held
2,306
-42.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,057 | 2,306 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $334,100 | 4,006 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $306,841 | 4,011 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $372,094 | 4,857 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $341,049 | 4,322 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $289,622 | 3,873 | Shares | Sole | 2024-07-12 | |
| 2023-09-30 | $222,722 | 3,508 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $254,281 | 3,833 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $1,635,775 | 27,377 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $161,749 | 2,317 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $184,184 | 2,607 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $139,883 | 2,090 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $125,728 | 1,959 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $113,332 | 1,954 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $101,692 | 1,853 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||