Arax Advisory Partners’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
Q2 | $338K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $539K | Buy |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $583K | Buy |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $164K | Buy |
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|
2018
Q4 | $144K | Buy |
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|
2018
Q3 | $133K | Buy |
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