WEALTH EFFECTS LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1907254
BOSTON, MA
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$268,744
-$62,896 QoQ
Shares Held
3,037
-18.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
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 | $268,744 | 3,037 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $331,640 | 3,703 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $322,327 | 3,657 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||