Ashton Thomas Private Wealth, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2019663
SCOTTSDALE, AZ
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$203,880
+$3,803 QoQ
Shares Held
2,304
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,880 | 2,304 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $200,077 | 2,234 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $202,457 | 2,297 | Shares | Sole | 2025-11-04 | |
| 2024-06-30 | $5,683 | 76 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||