AE Wealth Management’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 | $4.79M | Buy |
104,045
+85,199
| +452% | +$3.92M | 0.04% | 358 |
|
|
2025
Q1 | $827K | Sell |
18,846
-813
| -4% | -$35.7K | 0.01% | 759 |
|
|
2024
Q4 | $854K | Buy |
19,659
+4,334
| +28% | +$188K | 0.01% | 745 |
|
|
2024
Q3 | $691K | Sell |
15,325
-1,881
| -11% | -$84.9K | 0.01% | 801 |
|
|
2024
Q2 | $740K | Buy |
17,206
+708
| +4% | +$30.5K | 0.01% | 784 |
|
|
2024
Q1 | $706K | Sell |
16,498
-175,107
| -91% | -$7.49M | 0.01% | 739 |
|
|
2023
Q4 | $7.93M | Sell |
191,605
-54,144
| -22% | -$2.24M | 0.04% | 455 |
|
|
2023
Q3 | $9.57M | Buy |
245,749
+76,212
| +45% | +$2.97M | 0.06% | 390 |
|
|
2023
Q2 | $6.85M | Sell |
169,537
-33,024
| -16% | -$1.33M | 0.04% | 457 |
|
|
2023
Q1 | $8.07M | Buy |
202,561
+7,450
| +4% | +$297K | 0.05% | 394 |
|
|
2022
Q4 | $7.42M | Sell |
195,111
-10,236
| -5% | -$389K | 0.05% | 383 |
|
|
2022
Q3 | $7.52M | Buy |
205,347
+14,717
| +8% | +$539K | 0.06% | 343 |
|
|
2022
Q2 | $7.43M | Sell |
190,630
-1,033,098
| -84% | -$40.2M | 0.06% | 339 |
|
|
2022
Q1 | $52.6M | Buy |
1,223,728
+811,577
| +197% | +$34.9M | 0.36% | 55 |
|
|
2021
Q4 | $18.7M | Sell |
412,151
-878,636
| -68% | -$40M | 0.13% | 163 |
|
|
2021
Q3 | $57.8M | Buy |
1,290,787
+1,088,371
| +538% | +$48.7M | 0.48% | 41 |
|
|
2021
Q2 | $9.12M | Sell |
202,416
-933,797
| -82% | -$42.1M | 0.08% | 238 |
|
|
2021
Q1 | $49.5M | Buy |
1,136,213
+127,499
| +13% | +$5.55M | 0.5% | 38 |
|
|
2020
Q4 | $43.6M | Buy |
1,008,714
+966,163
| +2,271% | +$41.7M | 0.49% | 39 |
|
|
2020
Q3 | $1.75M | Buy |
42,551
+780
| +2% | +$32K | 0.02% | 468 |
|
|
2020
Q2 | $1.67M | Buy |
41,771
+3,303
| +9% | +$132K | 0.03% | 462 |
|
|
2020
Q1 | $1.41M | Sell |
38,468
-47,666
| -55% | -$1.75M | 0.03% | 394 |
|
|
2019
Q4 | $3.46M | Sell |
86,134
-140,706
| -62% | -$5.65M | 0.08% | 236 |
|
|
2019
Q3 | $8.91M | Buy |
226,840
+198,400
| +698% | +$7.8M | 0.26% | 77 |
|
|
2019
Q2 | $1.11M | Buy |
28,440
+6,966
| +32% | +$272K | 0.03% | 380 |
|
|
2019
Q1 | $817K | Buy |
21,474
+3,757
| +21% | +$143K | 0.06% | 241 |
|
|
2018
Q4 | $632K | Buy |
17,717
+7,150
| +68% | +$255K | 0.11% | 212 |
|
|
2018
Q3 | $400K | Buy |
10,567
+3,087
| +41% | +$117K | 0.02% | 376 |
|
|
2018
Q2 | $281K | Sell |
7,480
-223
| -3% | -$8.38K | 0.02% | 345 |
|
|
2018
Q1 | $291K | Sell |
7,703
-5,721
| -43% | -$216K | 0.02% | 332 |
|
|
2017
Q4 | $511K | Buy |
13,424
+5,712
| +74% | +$217K | 0.05% | 241 |
|
|
2017
Q3 | $293K | Buy |
7,712
+1,439
| +23% | +$54.7K | 0.03% | 315 |
|
|
2017
Q2 | $234K | Buy |
+6,273
| New | +$234K | 0.03% | 331 |
|