American Capital Advisory’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
$6.22K Hold
135
﹤0.01% 327
2025
Q1
$5.92K Hold
135
﹤0.01% 328
2024
Q4
$5.87K Sell
135
-29
-18% -$1.26K ﹤0.01% 335
2024
Q3
$7.4K Buy
164
+29
+21% +$1.31K ﹤0.01% 313
2024
Q2
$5.6K Hold
135
﹤0.01% 298
2024
Q1
$5.38K Hold
135
﹤0.01% 302
2023
Q4
$5.6K Buy
+135
New +$5.6K ﹤0.01% 298