JIM SAULNIER & ASSOCIATES, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2044420
FORT COLLINS, CO
Position in AOA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$18,517,417
+$1,325,211 QoQ
Shares Held
209,260
+9.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,517,417 | 209,260 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,192,206 | 191,963 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,467,175 | 152,793 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,259,216 | 146,993 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,371,165 | 109,427 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,105,510 | 79,696 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,353,938 | 55,176 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||