MILESTONE ASSET MANAGEMENT, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1964722
PITTSBURGH, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$345,464
+$12,122 QoQ
Shares Held
3,904
+4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
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 | $345,464 | 3,904 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $333,342 | 3,722 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $303,554 | 3,444 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $289,898 | 3,476 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $259,794 | 3,396 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||