BCGM Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1830467
LAFAYETTE, IN
Position in AOA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$420,327
+$10,770 QoQ
Shares Held
4,750
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,327 | 4,750 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $409,557 | 4,573 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $395,836 | 4,491 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $354,199 | 4,247 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $325,125 | 4,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $332,793 | 4,344 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $337,419 | 4,276 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $309,963 | 4,145 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $298,908 | 4,069 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $488,943 | 7,081 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $431,985 | 6,804 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $435,455 | 6,564 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $407,802 | 6,413 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $275,925 | 4,618 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $285,622 | 5,151 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $279,506 | 4,667 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $281,895 | 4,089 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||