Spire Wealth Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1858740
MCLEAN, VA
Position in AOA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,787
-$94 QoQ
Shares Held
88
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,787 | 88 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,881 | 88 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,756 | 88 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,339 | 88 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,732 | 88 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,741 | 88 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,944 | 88 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,580 | 88 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,464 | 88 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,022 | 261 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,570 | 261 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,476 | 173 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,001 | 173 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,336 | 173 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $22,818 | 381 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $26,197 | 380 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,073 | 207 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $14,311 | 205 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,412 | 204 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,653 | 204 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||