SWP FINANCIAL LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2014200
ENCINITAS, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$358,472
-$4,335 QoQ
Shares Held
4,051
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.09%
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 | $358,472 | 4,051 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $362,807 | 4,051 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $357,055 | 4,051 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $346,527 | 4,155 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $317,857 | 4,155 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $378,606 | 4,942 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $400,626 | 5,077 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $381,527 | 5,102 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $387,428 | 5,274 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $367,829 | 5,327 | Shares | Sole | 2024-03-08 | |
| No filing history on record for this holder in this stock. | ||||||