Darwin Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Sell |
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|
2025
Q2 | $116K | Sell |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $686K | Sell |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $876K | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $4.9M | Sell |
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|
2020
Q1 | $4.88M | Sell |
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|
2019
Q4 | $5.35M | Sell |
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|
2019
Q3 | $5.6M | Sell |
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|
2019
Q2 | $5.61M | Sell |
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|
2019
Q1 | $5.63M | Sell |
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|
2018
Q4 | $5.69M | Sell |
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|
2018
Q3 | $7.12M | Buy |
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|
2018
Q2 | $6M | Buy |
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|
2018
Q1 | $4.75M | Buy |
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|
2017
Q4 | $4.31M | Buy |
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|
2017
Q3 | $4.04M | Buy |
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|
2017
Q2 | $2.96M | Buy |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $739K | Buy |
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|
2016
Q2 | $670K | Buy |
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