Smith Partners Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2111036
GREENSBORO, NC
Position in AOA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$352,544
-$13,219 QoQ
Shares Held
3,984
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $352,544 | 3,984 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $365,763 | 4,084 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||