Altura Wealth Advisors Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1931465
SANTA CLARA, CA
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$353,606
-$59,713 QoQ
Shares Held
3,996
-13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,606 | 3,996 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $413,319 | 4,615 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $464,321 | 5,268 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $425,757 | 5,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,941 | 3,411 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||