Savvy Advisors, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2003633
NEW YORK, NY
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$684,647
+$22,889 QoQ
Shares Held
7,737
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,647 | 7,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $661,758 | 7,389 | Shares | Sole | 2026-01-20 | |
| 2024-06-30 | $340,249 | 4,550 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||