VALLEY NATIONAL ADVISERS INC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 773411
BETHLEHEM, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$11,326
-$137 QoQ
Shares Held
128
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,326 | 128 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,463 | 128 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,281 | 128 | Shares | Sole | 2025-10-17 | |
| 2022-06-30 | $5,989 | 100 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,894 | 100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,282 | 100 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,981 | 100 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,065 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,693 | 100 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,418 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,800 | 100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,488 | 100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,746 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||