American Trust’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 | $4.7M | Buy |
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|
2025
Q2 | $4.52M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.21M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $1.44M | Buy |
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