Salus Financial Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2056601
COLORADO SPRINGS, CO
Position in AOA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$229,543
-$8,417 QoQ
Shares Held
2,594
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.55%
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 | $229,543 | 2,594 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $237,960 | 2,657 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $243,971 | 2,768 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $255,871 | 3,068 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $246,330 | 3,220 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $263,078 | 3,434 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||