FAMILY WEALTH PARTNERS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2016217
MATTHEWS, NC
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$231,489
-$1,993 QoQ
Shares Held
2,616
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
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 | $231,489 | 2,616 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $233,482 | 2,607 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $250,229 | 2,839 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $241,526 | 2,896 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $235,773 | 3,082 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $235,192 | 3,070 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $240,359 | 3,046 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $225,760 | 3,019 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $257,403 | 3,504 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $270,814 | 3,922 | Shares | Sole | 2024-03-20 | |
| No filing history on record for this holder in this stock. | ||||||