Choice Wealth Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1842357
WATERVILLE, ME
Position in AOA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$325,643
+$12,363 QoQ
Shares Held
3,680
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,643 | 3,680 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $313,280 | 3,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $313,690 | 3,559 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $293,985 | 3,525 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $269,892 | 3,528 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $249,901 | 3,262 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $251,801 | 3,191 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $240,567 | 3,217 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $226,036 | 3,077 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||