Marion Wealth Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1911097
MONROEVILLE, PA
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$715,176
+$27,177 QoQ
Shares Held
8,082
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $715,176 | 8,082 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $687,999 | 7,682 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $621,475 | 7,051 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $594,642 | 7,130 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $637,933 | 8,339 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $572,966 | 7,479 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $567,362 | 7,190 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $521,366 | 6,972 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $452,146 | 6,155 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $379,291 | 5,493 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $325,005 | 5,119 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $322,611 | 4,863 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $267,014 | 4,199 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $221,911 | 3,714 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||