Coordinated Financial Services, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2055532
DENVER, CO
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$209,455
+$3,378 QoQ
Shares Held
2,367
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,455 | 2,367 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $206,077 | 2,301 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||