Longview Financial Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2076077
SAN RAFAEL, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$190,341
+$12,028 QoQ
Shares Held
2,151
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.34%
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 | $190,341 | 2,151 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $178,313 | 1,991 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $209,861 | 2,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $197,991 | 2,374 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $181,152 | 2,368 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $173,368 | 2,263 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||