Darwin Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1663224
TAMPA, FL
Position in AOA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,097
+$52 QoQ
Shares Held
35
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,097 | 35 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,045 | 34 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,908 | 33 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,252 | 39 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,737 | 75 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $5,745 | 75 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $25,409 | 322 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $59,087 | 1,245 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||