KINGSWOOD WEALTH ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1987855
SAN DIEGO, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$283,344
New position
Shares Held
3,202
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in AOA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,344 | 3,202 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||