SAX WEALTH ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1846150
PARSIPPANY, NJ
Position in AOA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$325,377
-$3,935 QoQ
Shares Held
3,677
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,377 | 3,677 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $329,312 | 3,677 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $340,661 | 3,865 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $339,354 | 4,069 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $279,913 | 3,659 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $261,929 | 3,419 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $260,481 | 3,301 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $265,917 | 3,556 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $295,382 | 4,021 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $266,325 | 3,857 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $244,880 | 3,857 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $247,315 | 3,728 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,022 | 3,633 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $206,615 | 3,458 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $283,818 | 4,739 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $277,069 | 4,019 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||