Legacy Wealth Managment, LLC/ID
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2045082
BOISE, ID
Position in AOA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$61,677
+$1,314 QoQ
Shares Held
697
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,677 | 697 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $60,363 | 674 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $404,121 | 4,585 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||