COREPATH WEALTH PARTNERS LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1845838
SCOTTSDALE, AZ
Position in AOA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$203,438
-$2,550 QoQ
Shares Held
2,299
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,438 | 2,299 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $205,988 | 2,300 | Shares | Sole | 2026-01-15 | |
| 2023-12-31 | $483,142 | 6,997 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $344,560 | 5,427 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $299,458 | 4,514 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $303,451 | 4,772 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $271,563 | 4,545 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $244,534 | 4,410 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $258,545 | 4,317 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $320,984 | 4,656 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $453,522 | 6,228 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $415,090 | 5,946 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $395,286 | 5,595 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $316,511 | 4,729 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $337,394 | 5,257 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||