Cardinal Point Capital Management ULC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1950841
TORONTO, A6
Position in AOA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$353,252
+$31,463 QoQ
Shares Held
3,992
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,252 | 3,992 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $321,789 | 3,593 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $302,055 | 3,427 | Shares | Sole | 2025-11-06 | |
| 2024-06-30 | $233,612 | 3,124 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||