Berman McAleer LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2094332
TIMONIUM, MD
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$652,348
-$97,896 QoQ
Shares Held
7,372
-12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,348 | 7,372 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $750,244 | 8,377 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $397,070 | 4,505 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||