FIDUCIARY FINANCIAL GROUP, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1925420
SAN RAFAEL, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$267,859
-$4,672 QoQ
Shares Held
3,027
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,859 | 3,027 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $272,531 | 3,043 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $274,379 | 3,113 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $250,867 | 3,008 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $226,210 | 2,957 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $222,475 | 2,904 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||