Sightline Wealth Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1841979
GROTON, CT
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$244,763
-$2,780 QoQ
Shares Held
2,766
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,763 | 2,766 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $247,543 | 2,764 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,337 | 2,636 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $218,341 | 2,618 | Shares | Sole | 2025-07-15 | |
| 2023-06-30 | $212,752 | 3,207 | Shares | Sole | 2023-07-14 | |
| 2022-03-31 | $206,199 | 2,991 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $251,083 | 3,448 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $334,389 | 4,790 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $383,488 | 5,428 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $356,402 | 5,325 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $330,527 | 5,150 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||