Partners in Financial Planning
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2054264
SALEM, VA
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$258,302
-$3,123 QoQ
Shares Held
2,919
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
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 | $258,302 | 2,919 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $261,425 | 2,919 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $209,685 | 2,379 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||