MOR Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2092389
PHILADELPHIA, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,413,008
+$25,366 QoQ
Shares Held
15,968
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.05%
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 | $1,413,008 | 15,968 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,387,642 | 15,494 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||