Vertrix Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2118328
TROY, MI
Position in AOA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$560,407
New position
Shares Held
6,333
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in AOA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,407 | 6,333 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||