Allworth 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 | $151K | Sell |
3,287
-76
| -2% | -$3.5K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $146K | Sell |
3,363
-76
| -2% | -$3.3K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $151K | Sell |
3,439
-1
| -0% | -$44 | ﹤0.01% | 1059 |
|
|
2024
Q3 | $155K | Buy |
3,440
+166
| +5% | +$7.49K | ﹤0.01% | 902 |
|
|
2024
Q2 | $141K | Sell |
3,274
-2,904
| -47% | -$126K | ﹤0.01% | 931 |
|
|
2024
Q1 | $264K | Buy |
6,178
+1,432
| +30% | +$61.3K | ﹤0.01% | 702 |
|
|
2023
Q4 | $197K | Sell |
4,746
-274
| -5% | -$11.4K | ﹤0.01% | 735 |
|
|
2023
Q3 | $195K | Sell |
5,020
-338
| -6% | -$13.2K | ﹤0.01% | 691 |
|
|
2023
Q2 | $217K | Buy |
5,358
+88
| +2% | +$3.56K | ﹤0.01% | 676 |
|
|
2023
Q1 | $210K | Sell |
5,270
-31
| -0.6% | -$1.24K | ﹤0.01% | 642 |
|
|
2022
Q4 | $201K | Buy |
5,301
+1,553
| +41% | +$59K | ﹤0.01% | 627 |
|
|
2022
Q3 | $137K | Buy |
3,748
+1,482
| +65% | +$54.2K | ﹤0.01% | 682 |
|
|
2022
Q2 | $88K | Buy |
2,266
+471
| +26% | +$18.3K | ﹤0.01% | 750 |
|
|
2022
Q1 | $77K | Buy |
1,795
+107
| +6% | +$4.59K | ﹤0.01% | 782 |
|
|
2021
Q4 | $77K | Sell |
1,688
-28
| -2% | -$1.28K | ﹤0.01% | 736 |
|
|
2021
Q3 | $77K | Buy |
1,716
+154
| +10% | +$6.91K | ﹤0.01% | 676 |
|
|
2021
Q2 | $70K | Sell |
1,562
-260
| -14% | -$11.7K | ﹤0.01% | 544 |
|
|
2021
Q1 | $79K | Sell |
1,822
-2,841
| -61% | -$123K | ﹤0.01% | 484 |
|
|
2020
Q4 | $201K | Buy |
+4,663
| New | +$201K | 0.01% | 276 |
|