Worth Asset Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1927285
DALLAS, TX
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,074,825
+$157,077 QoQ
Shares Held
23,447
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,074,825 | 23,447 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,917,748 | 21,413 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,941,547 | 22,028 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||