Plan Group Financial, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1940033
OKLAHOMA CITY, OK
Position in AOA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$650,755
-$88,294 QoQ
Shares Held
7,354
-10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $650,755 | 7,354 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $739,049 | 8,252 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,144,145 | 12,981 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,306,544 | 15,666 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,327,045 | 17,347 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,517,873 | 19,813 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,098,848 | 26,598 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,006,646 | 26,834 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,529,804 | 20,825 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,147,749 | 16,622 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,178,945 | 18,569 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||