Milestone Investment Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1967018
MIDDLETON, WI
Position in AOA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,043
+$565 QoQ
Shares Held
57
+14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,043 | 57 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,478 | 50 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,701 | 42 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,752 | 33 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,448 | 32 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,915 | 25 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,104 | 14 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $299 | 4 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||