Advisornet Financial’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 | $117K | Sell |
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|
2025
Q2 | $180K | Buy |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q4 | $143K | Sell |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | $43.2K | Buy |
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|
2023
Q2 | $36.2K | Buy |
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|
2023
Q1 | $17.7K | Sell |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $98K | Buy |
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|
2019
Q4 | $105K | Sell |
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|
2019
Q3 | $107K | Buy |
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|
2019
Q2 | $86K | Sell |
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|
2019
Q1 | $84K | Buy |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $94K | Hold |
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|
2018
Q2 | $93K | Sell |
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|
2018
Q1 | $98K | Sell |
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|
2017
Q4 | $127K | Buy |
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