Buttonwood Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1847661
Kansas City, MO
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,463,359
-$447,134 QoQ
Shares Held
16,537
-22.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,463,359 | 16,537 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,910,493 | 21,332 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,033,301 | 23,069 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,910,527 | 22,908 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,754,986 | 22,941 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,817,189 | 23,720 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,763,165 | 22,344 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,647,104 | 22,026 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,609,508 | 21,910 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,534,774 | 22,227 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,465,285 | 23,079 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,507,510 | 22,724 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,396,817 | 21,966 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,249,073 | 20,905 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,018,838 | 18,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $951,472 | 15,887 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $982,050 | 14,245 | Shares | Sole | 2022-05-18 | |
| No filing history on record for this holder in this stock. | ||||||