DIVERSIFY WEALTH MANAGEMENT, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2030780
SANDY, UT
Position in AOA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$904,367
+$445,999 QoQ
Shares Held
10,220
+99.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,367 | 10,220 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $458,368 | 5,118 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $418,136 | 4,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,913 | 3,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,778 | 3,252 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||