SECURED RETIREMENT ADVISORS, LLC
PensionPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2012356
ST LOUIS PARK, MN
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$332,987
+$14,423 QoQ
Shares Held
3,763
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,987 | 3,763 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $318,564 | 3,557 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $377,503 | 4,283 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $366,459 | 4,394 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $351,976 | 4,601 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $356,313 | 4,651 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $373,559 | 4,734 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $349,073 | 4,668 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $332,259 | 4,523 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $273,023 | 3,954 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||