West Wealth Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1923591
Irvine, CA
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$526,161
-$10,034 QoQ
Shares Held
5,946
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
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 | $526,161 | 5,946 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $536,195 | 5,987 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $531,219 | 6,027 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $492,226 | 5,902 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $488,299 | 6,383 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $488,848 | 6,381 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $465,726 | 5,902 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $459,971 | 6,151 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $433,046 | 5,895 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $410,778 | 5,949 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $374,337 | 5,896 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $366,064 | 5,518 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $354,768 | 5,579 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $362,383 | 6,065 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $329,872 | 5,949 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $341,852 | 5,708 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $366,898 | 5,322 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $893,865 | 12,275 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||