Advisornet Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
3,908
+238
| +6% | +$11K | 0.01% | 602 |
|
|
2025
Q1 | $161K | Buy |
3,670
+385
| +12% | +$16.9K | 0.01% | 600 |
|
|
2024
Q4 | $143K | Sell |
3,285
-1,056
| -24% | -$45.9K | 0.01% | 582 |
|
|
2024
Q3 | $196K | Buy |
4,341
+538
| +14% | +$24.3K | 0.01% | 527 |
|
|
2024
Q2 | $164K | Buy |
3,803
+15
| +0.4% | +$645 | 0.01% | 523 |
|
|
2024
Q1 | $162K | Buy |
3,788
+502
| +15% | +$21.5K | 0.02% | 515 |
|
|
2023
Q4 | $136K | Buy |
3,286
+2,176
| +196% | +$90.3K | 0.01% | 551 |
|
|
2023
Q3 | $43.2K | Buy |
1,110
+213
| +24% | +$8.29K | ﹤0.01% | 826 |
|
|
2023
Q2 | $36.2K | Buy |
897
+453
| +102% | +$18.3K | ﹤0.01% | 906 |
|
|
2023
Q1 | $17.7K | Sell |
444
-6,268
| -93% | -$250K | ﹤0.01% | 1120 |
|
|
2022
Q4 | $255K | Sell |
6,712
-281
| -4% | -$10.7K | 0.03% | 425 |
|
|
2022
Q3 | $256K | Sell |
6,993
-3,055
| -30% | -$112K | 0.03% | 451 |
|
|
2022
Q2 | $391K | Sell |
10,048
-271
| -3% | -$10.5K | 0.04% | 361 |
|
|
2022
Q1 | $443K | Buy |
10,319
+46
| +0.4% | +$1.98K | 0.03% | 388 |
|
|
2021
Q4 | $467K | Buy |
10,273
+399
| +4% | +$18.1K | 0.03% | 412 |
|
|
2021
Q3 | $442K | Buy |
9,874
+256
| +3% | +$11.5K | 0.03% | 385 |
|
|
2021
Q2 | $433K | Buy |
9,618
+100
| +1% | +$4.5K | 0.03% | 403 |
|
|
2021
Q1 | $415K | Sell |
9,518
-43
| -0.4% | -$1.88K | 0.03% | 392 |
|
|
2020
Q4 | $413K | Buy |
9,561
+1,592
| +20% | +$68.8K | 0.03% | 372 |
|
|
2020
Q3 | $327K | Sell |
7,969
-445
| -5% | -$18.3K | 0.03% | 410 |
|
|
2020
Q2 | $335K | Buy |
8,414
+5,741
| +215% | +$229K | 0.03% | 411 |
|
|
2020
Q1 | $98K | Buy |
2,673
+50
| +2% | +$1.83K | 0.01% | 618 |
|
|
2019
Q4 | $105K | Sell |
2,623
-95
| -3% | -$3.8K | 0.01% | 661 |
|
|
2019
Q3 | $107K | Buy |
2,718
+524
| +24% | +$20.6K | 0.01% | 651 |
|
|
2019
Q2 | $86K | Sell |
2,194
-15
| -0.7% | -$588 | 0.01% | 648 |
|
|
2019
Q1 | $84K | Buy |
2,209
+111
| +5% | +$4.22K | 0.01% | 594 |
|
|
2018
Q4 | $75K | Sell |
2,098
-375
| -15% | -$13.4K | 0.01% | 587 |
|
|
2018
Q3 | $94K | Hold |
2,473
| – | – | 0.01% | 563 |
|
|
2018
Q2 | $93K | Sell |
2,473
-117
| -5% | -$4.4K | 0.01% | 544 |
|
|
2018
Q1 | $98K | Sell |
2,590
-750
| -22% | -$28.4K | 0.01% | 533 |
|
|
2017
Q4 | $127K | Buy |
+3,340
| New | +$127K | 0.02% | 431 |
|