Root Financial Partners, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1977181
ENCINITAS, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$494,482
-$5,979 QoQ
Shares Held
5,588
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,482 | 5,588 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $500,461 | 5,588 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $491,116 | 5,572 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $464,704 | 5,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,808 | 4,272 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $324,749 | 4,239 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $371,508 | 4,708 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||