Retirement Wealth Solutions LLC
PensionPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2044741
MARSHFIELD, WI
Position in AOA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$19,025
+$6,935 QoQ
Shares Held
215
+59.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,025 | 215 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,090 | 135 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,722 | 133 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $11,008 | 132 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $10,098 | 132 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $10,112 | 132 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||