High Net Worth Advisory Group LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1919142
NAPLES, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$955,692
+$489,980 QoQ
Shares Held
10,800
+107.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $955,692 | 10,800 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $465,712 | 5,200 | Shares | Sole | 2026-01-23 | |
| 2022-12-31 | $54,551 | 913 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $50,182 | 905 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $53,721 | 897 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $66,389 | 963 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $70,125 | 963 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||