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SWMG, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1839255 FORT WORTH, TX

Position in AOA

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$238,038
-$2,878 QoQ
Shares Held
2,690
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $238,038 2,690
2025-12-31 $240,916 2,690
2025-06-30 $199,409 2,391