Greystone Financial Group, LLC

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

CIK 1845302 BLOOMFIELD HILLS, MI

Position in AOA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,271,866

-$734,725 QoQ

Shares Held

14,373

-35.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,271,866	14,373	-35.8%	Shares	Sole	2026-04-24
2025-12-31	$2,006,591	22,405	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$2,013,822	22,848	+1.6%	Shares	Sole	2025-10-22
2025-06-30	$1,876,416	22,499	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$1,691,721	22,114	+0.6%	Shares	Sole	2025-04-14
2024-12-31	$1,683,274	21,972	-1.2%	Shares	Sole	2025-02-03
2024-09-30	$1,755,747	22,250	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$1,657,349	22,163	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$1,635,366	22,262	+12.7%	Shares	Sole	2024-04-22
2023-12-31	$1,363,599	19,748	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$1,264,212	19,912	-3.1%	Shares	Sole	2023-11-01
2023-06-30	$1,363,419	20,552	+0.7%	Shares	Sole	2023-07-18
2023-03-31	$1,298,380	20,418	-0.5%	Shares	Sole	2023-04-25
2022-12-31	$1,225,831	20,516	+10.7%	Shares	Sole	2023-01-23
2022-06-30	$1,109,462	18,525	-1.1%	Shares	Sole	2022-08-03
2022-03-31	$1,290,763	18,723	-1.2%	Shares	Sole	2022-05-02
2021-12-31	$1,379,356	18,942	+24.2%	Shares	Sole	2022-02-01
2021-09-30	$1,064,602	15,250	-21.9%	Shares	Sole	2021-11-03
2021-06-30	$1,379,017	19,519	+0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,305,871	19,511	+5.1%	Shares	Sole	2021-05-13
2020-12-31	$1,191,244	18,561	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.