Badgley Phelps Wealth Managers, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1895362
SEATTLE, WA
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,239,656
-$14,990 QoQ
Shares Held
14,009
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,239,656 | 14,009 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,254,646 | 14,009 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,244,889 | 14,124 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||