Weitzel Financial Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1846789
DUBUQUE, IA
Position in AOA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$772,694
+$54,423 QoQ
Shares Held
8,732
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $772,694 | 8,732 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $718,271 | 8,020 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $703,180 | 7,978 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $552,108 | 6,620 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $393,439 | 5,143 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $289,815 | 3,783 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,134 | 3,436 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $252,307 | 3,374 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $210,389 | 2,864 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||