Financial Life Planners
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2053368
TEMPE, AZ
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,769
+$223 QoQ
Shares Held
133
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $11,769 | 133 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $11,546 | 131 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $9,959 | 130 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||