Arax Advisory Partners’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 | $338K | Buy |
7,343
+92
| +1% | +$4.24K | 0.02% | 495 |
|
|
2025
Q1 | $318K | Sell |
7,251
-751
| -9% | -$33K | 0.02% | 411 |
|
|
2024
Q4 | $348K | Buy |
8,002
+655
| +9% | +$28.5K | 0.02% | 371 |
|
|
2024
Q3 | $331K | Buy |
7,347
+44
| +0.6% | +$1.99K | 0.03% | 261 |
|
|
2024
Q2 | $314K | Sell |
7,303
-586
| -7% | -$25.2K | 0.03% | 256 |
|
|
2024
Q1 | $337K | Sell |
7,889
-402
| -5% | -$17.2K | 0.04% | 232 |
|
|
2023
Q4 | $344K | Buy |
8,291
+842
| +11% | +$34.9K | 0.04% | 211 |
|
|
2023
Q3 | $290K | Sell |
7,449
-972
| -12% | -$37.8K | 0.04% | 210 |
|
|
2023
Q2 | $340K | Buy |
8,421
+445
| +6% | +$18K | 0.04% | 170 |
|
|
2023
Q1 | $318K | Buy |
7,976
+863
| +12% | +$34.4K | 0.04% | 175 |
|
|
2022
Q4 | $270K | Sell |
7,113
-3,331
| -32% | -$127K | 0.04% | 191 |
|
|
2022
Q3 | $382K | Sell |
10,444
-119
| -1% | -$4.35K | 0.06% | 118 |
|
|
2022
Q2 | $412K | Buy |
10,563
+381
| +4% | +$14.9K | 0.06% | 109 |
|
|
2022
Q1 | $438K | Sell |
10,182
-1,679
| -14% | -$72.2K | 0.06% | 118 |
|
|
2021
Q4 | $539K | Buy |
11,861
+210
| +2% | +$9.54K | 0.07% | 105 |
|
|
2021
Q3 | $521K | Buy |
11,651
+737
| +7% | +$33K | 0.07% | 95 |
|
|
2021
Q2 | $492K | Buy |
+10,914
| New | +$492K | 0.07% | 108 |
|
|
2020
Q4 | $632K | Buy |
14,619
+419
| +3% | +$18.1K | 0.09% | 77 |
|
|
2020
Q3 | $583K | Buy |
14,200
+341
| +2% | +$14K | 0.1% | 78 |
|
|
2020
Q2 | $553K | Buy |
13,859
+1,460
| +12% | +$58.3K | 0.1% | 79 |
|
|
2020
Q1 | $456K | Buy |
12,399
+5,775
| +87% | +$212K | 0.11% | 81 |
|
|
2019
Q4 | $266K | Buy |
6,624
+1,372
| +26% | +$55.1K | 0.08% | 118 |
|
|
2019
Q3 | $206K | Buy |
5,252
+1,061
| +25% | +$41.6K | 0.06% | 146 |
|
|
2019
Q2 | $164K | Buy |
+4,191
| New | +$164K | 0.05% | 165 |
|
|
2018
Q4 | $144K | Buy |
4,040
+521
| +15% | +$18.6K | 0.06% | 144 |
|
|
2018
Q3 | $133K | Buy |
+3,519
| New | +$133K | 0.05% | 161 |
|