WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2058455
NEW YORK, NY
Position in AOA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,340,181
+$12,275 QoQ
Shares Held
15,145
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
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 | $1,340,181 | 15,145 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,327,906 | 14,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,270,538 | 14,415 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,132,905 | 13,584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $910,656 | 11,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,001,292 | 13,070 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||