CGC Financial Services, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1992785
LAKE OSWEGO, OR
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$11,592
+$397 QoQ
Shares Held
131
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,592 | 131 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,195 | 125 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,871 | 112 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,340 | 112 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,568 | 112 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $20,454 | 267 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,384 | 271 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $20,265 | 271 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $19,907 | 271 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,788 | 359 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $22,602 | 356 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $21,494 | 324 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||