Addison Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1843745
MIDDLEBURY, VT
Position in AOA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,946
+$304 QoQ
Shares Held
135
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
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 | $11,946 | 135 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,642 | 130 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,814 | 100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,340 | 100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,650 | 100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,826 | 63 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,971 | 63 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,711 | 63 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,627 | 63 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,590 | 52 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,301 | 52 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||