Peak Wealth Management LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2094948
NASHUA, NH
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$255,824
+$4,698 QoQ
Shares Held
2,891
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
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 | $255,824 | 2,891 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $251,126 | 2,804 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||