Morton Brown Family Wealth, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1909851
ALLENTOWN, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$17,167
-$118 QoQ
Shares Held
194
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,167 | 194 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,285 | 193 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,834 | 191 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,929 | 191 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,496 | 281 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,527 | 281 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,859 | 239 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,133 | 189 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,561 | 171 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,357 | 150 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,904 | 30 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,990 | 30 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,907 | 30 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,792 | 30 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,663 | 30 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,796 | 30 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,068 | 30 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,184 | 30 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||