Parkway Wealth Management Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2065679
Plano, TX
Position in AOA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$226,976
+$22,421 QoQ
Shares Held
2,565
+12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,976 | 2,565 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $204,555 | 2,284 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||