PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2145782
WALTHAM, MA
Position in AOA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$671,195
+$94,241 QoQ
Shares Held
6,877
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#100
of 212 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,195 | 6,877 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $576,954 | 6,520 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $619,665 | 6,919 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $559,689 | 6,350 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $474,963 | 5,695 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $376,686 | 4,924 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $328,733 | 4,291 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $368,667 | 4,672 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $331,275 | 4,430 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $281,278 | 3,829 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $262,528 | 3,802 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $236,182 | 3,720 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $237,443 | 18,859 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $225,362 | 3,544 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $207,631 | 3,475 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||