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1 North Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

1 North Wealth Services’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$77.5K Buy
1,683
+145
+9% +$6.68K 0.03% 75
2025
Q1 		$67.5K Buy
+1,538
New +$67.5K 0.03% 76