Integrity Financial Corp /WA
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1917704
JACKSON, WY
Position in AOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$502,446
-$66,528 QoQ
Shares Held
5,678
-10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
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 | $502,446 | 5,678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $568,974 | 6,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $589,480 | 6,688 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $562,199 | 6,741 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $573,673 | 7,499 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $623,911 | 8,144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $646,351 | 8,191 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $664,868 | 8,891 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $732,102 | 9,966 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $724,955 | 10,499 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $691,279 | 10,888 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $732,857 | 11,047 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $840,278 | 13,214 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $824,251 | 13,795 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $775,246 | 13,981 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $838,759 | 14,005 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $922,348 | 13,379 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $967,559 | 13,287 | Shares | Sole | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||