ABLE Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1977500
SCOTTSDALE, AZ
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,032,235
+$105,737 QoQ
Shares Held
11,665
+12.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $1,032,235 | 11,665 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $926,498 | 10,345 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $761,617 | 8,641 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $596,393 | 7,151 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $467,644 | 6,113 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $397,452 | 5,188 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $358,251 | 4,540 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $337,930 | 4,519 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||