Adams 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,968
| Closed | -$237K | – | 149 |
|
|
2025
Q4 | $237K | Buy |
4,968
+677
| +16% | +$32.4K | 0.05% | 156 |
|
|
2025
Q3 | $204K | Sell |
4,291
-517
| -11% | -$24K | 0.04% | 172 |
|
|
2025
Q2 | $221K | Buy |
+4,808
| New | +$212K | 0.04% | 158 |
|
|
2025
Q1 | – | Sell |
-5,135
| Closed | -$223K | – | 147 |
|
|
2024
Q4 | $223K | Buy |
5,135
+475
| +10% | +$21.1K | 0.04% | 109 |
|
|
2024
Q3 | $210K | Sell |
4,660
-82
| -2% | -$3.6K | 0.05% | 107 |
|
|
2024
Q2 | $204K | Sell |
4,742
-1,641
| -26% | -$69.5K | 0.05% | 101 |
|
|
2024
Q1 | $273K | Sell |
6,383
-305
| -5% | -$12.7K | 0.07% | 94 |
|
|
2023
Q4 | $278K | Sell |
6,688
-4,201
| -39% | -$167K | 0.08% | 85 |
|
|
2023
Q3 | $424K | Sell |
10,889
-406
| -4% | -$16.2K | 0.14% | 73 |
|
|
2023
Q2 | $456K | Buy |
11,295
+418
| +4% | +$16.7K | 0.14% | 78 |
|
|
2023
Q1 | $434K | Sell |
10,877
-43
| -0.4% | -$1.69K | 0.14% | 83 |
|
|
2022
Q4 | $415K | Buy |
10,920
+1,289
| +13% | +$48.9K | 0.15% | 81 |
|
|
2022
Q3 | $353K | Buy |
9,631
+3,315
| +52% | +$130K | 0.13% | 71 |
|
|
2022
Q2 | $246K | Buy |
6,316
+957
| +18% | +$38.7K | 0.09% | 64 |
|
|
2022
Q1 | $230K | Sell |
5,359
-362
| -6% | -$15.8K | 0.08% | 66 |
|
|
2021
Q4 | $260K | Sell |
5,721
-785
| -12% | -$35.6K | 0.08% | 71 |
|
|
2021
Q3 | $291K | Sell |
6,506
-17
| -0.3% | -$771 | 0.11% | 67 |
|
|
2021
Q2 | $294K | Buy |
6,523
+466
| +8% | +$20.8K | 0.13% | 63 |
|
|
2021
Q1 | $264K | Sell |
6,057
-101
| -2% | -$4.4K | 0.12% | 62 |
|
|
2020
Q4 | $266K | Sell |
6,158
-1,587
| -20% | -$66.8K | 0.17% | 50 |
|
|
2020
Q3 | $318K | Buy |
+7,745
| New | +$317K | 0.25% | 42 |
|
Other funds holding AOM
FIA
WFS
AA
