Worth Financial Advisory Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1964358
CHARLOTTE, NC
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,005,600
-$297,229 QoQ
Shares Held
11,364
-21.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,005,600 | 11,364 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,302,829 | 14,547 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,264,103 | 14,342 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,323,808 | 15,873 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,242,130 | 16,237 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,155,278 | 15,080 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,189,094 | 15,069 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,138,076 | 15,219 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,064,361 | 14,489 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,031,607 | 14,940 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $945,810 | 14,897 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $812,134 | 12,242 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $747,118 | 11,749 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $683,898 | 11,446 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||