AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $4.79M | Buy |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $691K | Sell |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $7.93M | Sell |
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|
2023
Q3 | $9.57M | Buy |
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|
2023
Q2 | $6.85M | Sell |
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|
2023
Q1 | $8.07M | Buy |
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|
2022
Q4 | $7.42M | Sell |
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|
2022
Q3 | $7.52M | Buy |
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|
2022
Q2 | $7.43M | Sell |
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|
2022
Q1 | $52.6M | Buy |
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|
2021
Q4 | $18.7M | Sell |
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|
2021
Q3 | $57.8M | Buy |
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|
2021
Q2 | $9.12M | Sell |
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|
2021
Q1 | $49.5M | Buy |
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|
2020
Q4 | $43.6M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $3.46M | Sell |
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|
2019
Q3 | $8.91M | Buy |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $817K | Buy |
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|
2018
Q4 | $632K | Buy |
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|
2018
Q3 | $400K | Buy |
|
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $293K | Buy |
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|
2017
Q2 | $234K | Buy |
|