NorthStar Asset Management LLC /NJ/
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2011587
BERKELEY HEIGHTS, NJ
Position in AOA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,223,217
-$534 QoQ
Shares Held
2,194,160
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,223,217 | 2,194,160 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,223,751 | 2,194,162 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,223,069 | 2,194,160 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,221,327 | 2,194,158 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,436,172 | 2,196,996 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,217,569 | 2,194,138 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,218,161 | 2,194,136 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,215,256 | 2,194,115 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,215,560 | 2,194,124 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,847,546 | 2,161,013 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||