Archvest Wealth Advisors, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1910174
CONCORD, CA
Position in AOA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$237,772
-$40,759 QoQ
Shares Held
2,687
-13.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
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 | $237,772 | 2,687 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $278,531 | 3,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,095 | 3,938 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,340,970 | 52,050 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,029,561 | 52,674 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,049,221 | 52,855 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,236,756 | 53,691 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,948,832 | 52,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,334,275 | 45,389 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,074,244 | 44,522 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,576,995 | 40,589 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,692,674 | 40,589 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,470,471 | 38,850 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,364,845 | 39,579 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,857,741 | 33,503 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,884,139 | 31,460 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,135,761 | 30,980 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,258,730 | 31,018 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||