CGN Advisors LLC

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

CIK 1841506 MANHATTAN, KS

Position in AOA

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,722,546

+$3,890 QoQ

Shares Held

19,466

+1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,722,546	19,466	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$1,718,656	19,190	+0.4%	Shares	Sole	2026-01-05
2025-09-30	$1,685,148	19,119	-0.8%	Shares	Sole	2025-10-09
2025-06-30	$1,606,867	19,267	0.0%	Shares	Sole	2025-07-15
2025-03-31	$1,473,925	19,267	+6.6%	Shares	Sole	2025-04-10
2024-12-31	$1,384,036	18,066	+3.3%	Shares	Sole	2025-01-15
2024-09-30	$1,379,741	17,485	+4.0%	Shares	Sole	2024-10-17
2024-06-30	$1,257,500	16,816	+8.0%	Shares	Sole	2024-07-10
2024-03-31	$1,143,772	15,570	+2.3%	Shares	Sole	2024-04-12
2023-12-31	$1,051,286	15,225	+8.3%	Shares	Sole	2024-01-05
2023-09-30	$892,923	14,064	+10.0%	Shares	Sole	2023-10-13
2023-06-30	$848,223	12,786	+12.5%	Shares	Sole	2023-07-10
2023-03-31	$722,509	11,362	+111.5%	Shares	Sole	2023-04-04
2022-12-31	$320,977	5,372	+21.6%	Shares	Sole	2023-01-09
2022-09-30	$244,978	4,418	0.0%	Shares	Sole	2022-10-18
2022-06-30	$264,594	4,418	+0.7%	Shares	Sole	2022-07-27
2022-03-31	$302,508	4,388	0.0%	Shares	Sole	2022-04-04
2021-12-31	$319,534	4,388	+22.4%	Shares	Sole	2022-01-14
2021-09-30	$250,199	3,584	+0.3%	Shares	Sole	2021-10-07
2021-06-30	$252,361	3,572	+0.9%	Shares	Sole	2021-07-21
2021-03-31	$236,999	3,541	+0.4%	Shares	Sole	2021-04-20
2020-12-31	$226,427	3,528	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.