Prentice Wealth Management LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1864229
Rochester, NY
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,059,579
-$221,666 QoQ
Shares Held
11,974
-16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,059,579 | 11,974 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,281,245 | 14,306 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,065,524 | 12,089 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $911,645 | 10,931 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $822,987 | 10,758 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||