Darwin Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Darwin Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43K	Hold	35	–	–	﹤0.01%	476
2026 Q1	$3.1K	Buy	35 +1	+3%	+$91	﹤0.01%	453
2025 Q4	$3.05K	Buy	34 +1	+3%	+$89	﹤0.01%	496
2025 Q3	$2.98K	Sell	33 -6	-15%	-$511	﹤0.01%	473
2025 Q2	$3.29K	Sell	39 -36	-48%	-$2.81K	﹤0.01%	447
2025 Q1	$5.75K	Hold	75	–	–	﹤0.01%	428
2024 Q4	$5.75K	Sell	75 -247	-77%	-$19.3K	﹤0.01%	428
2024 Q3	$25.4K	Buy	+322	New	+$24.5K	0.01%	288
2020 Q2	–	Sell	-1,245	Closed	-$58K	–	188
2020 Q1	$58K	Buy	+1,245	New	+$68.2K	0.02%	220

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Darwin Wealth Management's AOA Position: Q2 2026 in Review

Darwin Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 35 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Darwin Wealth Management first reported a position in AOA in Q1 2020 and has held it in 9 quarters since. The position peaked at $58K in Q1 2020. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Darwin Wealth Management held 35 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.43K as of Q2 2026.
Darwin Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #476 holding.
Darwin Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $58K in Q1 2020.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.