SAGESPRING WEALTH PARTNERS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2056425
FRANKLIN, TN
Position in AOA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,382,113
+$110,866 QoQ
Shares Held
14,161
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#66
of 212 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,113 | 14,161 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,271,247 | 14,366 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,287,425 | 14,375 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,251,852 | 14,203 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,175,606 | 14,096 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,075,437 | 14,058 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,069,322 | 13,958 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||