WORLD EQUITY GROUP, INC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 878770
SCHAUMBURG, IL
Position in AOA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$965,337
-$4,060 QoQ
Shares Held
10,909
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $965,337 | 10,909 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $969,397 | 10,824 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,087,735 | 12,341 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,003,385 | 12,031 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $706,554 | 9,236 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $636,169 | 8,304 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $554,263 | 7,024 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $704,203 | 9,417 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $660,405 | 8,990 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $639,817 | 9,266 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $524,998 | 8,269 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $508,164 | 7,660 | Shares | Sole | 2024-08-26 | |
| 2023-03-31 | $188,544 | 2,965 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $445,914 | 7,463 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $408,943 | 7,375 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $446,659 | 7,458 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $478,512 | 6,941 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||