Archford Capital Strategies’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 | $341K | Sell |
7,407
-438
| -6% | -$20.2K | 0.04% | 256 |
|
|
2025
Q1 | $344K | Sell |
7,845
-517
| -6% | -$22.7K | 0.05% | 236 |
|
|
2024
Q4 | $363K | Sell |
8,362
-24
| -0.3% | -$1.04K | 0.05% | 211 |
|
|
2024
Q3 | $374K | Sell |
8,386
-340
| -4% | -$15.2K | 0.06% | 198 |
|
|
2024
Q2 | $375K | Sell |
8,726
-670
| -7% | -$28.8K | 0.06% | 199 |
|
|
2024
Q1 | $402K | Sell |
9,396
-74
| -0.8% | -$3.17K | 0.07% | 195 |
|
|
2023
Q4 | $393K | Sell |
9,470
-1,204
| -11% | -$50K | 0.07% | 188 |
|
|
2023
Q3 | $416K | Buy |
10,674
+443
| +4% | +$17.2K | 0.08% | 210 |
|
|
2023
Q2 | $416K | Buy |
10,231
+167
| +2% | +$6.79K | 0.08% | 223 |
|
|
2023
Q1 | $401K | Buy |
10,064
+62
| +0.6% | +$2.47K | 0.08% | 217 |
|
|
2022
Q4 | $380K | Sell |
10,002
-69
| -0.7% | -$2.62K | 0.09% | 219 |
|
|
2022
Q3 | $369K | Sell |
10,071
-383
| -4% | -$14K | 0.1% | 209 |
|
|
2022
Q2 | $407K | Sell |
10,454
-342
| -3% | -$13.3K | 0.1% | 199 |
|
|
2022
Q1 | $460K | Sell |
10,796
-1,778
| -14% | -$75.8K | 0.1% | 192 |
|
|
2021
Q4 | $572K | Sell |
12,574
-162
| -1% | -$7.37K | 0.13% | 169 |
|
|
2021
Q3 | $570K | Sell |
12,736
-1,053
| -8% | -$47.1K | 0.13% | 175 |
|
|
2021
Q2 | $621K | Buy |
13,789
+323
| +2% | +$14.5K | 0.16% | 151 |
|
|
2021
Q1 | $599K | Buy |
13,466
+481
| +4% | +$21.4K | 0.16% | 151 |
|
|
2020
Q4 | $565K | Buy |
12,985
+981
| +8% | +$42.7K | 0.13% | 180 |
|
|
2020
Q3 | $493K | Sell |
12,004
-889
| -7% | -$36.5K | 0.13% | 173 |
|
|
2020
Q2 | $514K | Sell |
12,893
-89
| -0.7% | -$3.55K | 0.15% | 152 |
|
|
2020
Q1 | $477K | Sell |
12,982
-781
| -6% | -$28.7K | 0.19% | 149 |
|
|
2019
Q4 | $552K | Sell |
13,763
-1,211
| -8% | -$48.6K | 0.19% | 152 |
|
|
2019
Q3 | $588K | Buy |
14,974
+1,539
| +11% | +$60.4K | 0.22% | 133 |
|
|
2019
Q2 | $524K | Sell |
13,435
-191
| -1% | -$7.45K | 0.19% | 145 |
|
|
2019
Q1 | $519K | Buy |
13,626
+289
| +2% | +$11K | 0.19% | 150 |
|
|
2018
Q4 | $476K | Sell |
13,337
-3,334
| -20% | -$119K | 0.19% | 146 |
|
|
2018
Q3 | $632K | Sell |
16,671
-661
| -4% | -$25.1K | 0.23% | 124 |
|
|
2018
Q2 | $650K | Sell |
17,332
-3,449
| -17% | -$129K | 0.23% | 126 |
|
|
2018
Q1 | $805K | Buy |
20,781
+947
| +5% | +$36.7K | 0.34% | 96 |
|
|
2017
Q4 | $754K | Sell |
19,834
-441
| -2% | -$16.8K | 0.28% | 119 |
|
|
2017
Q3 | $770K | Buy |
20,275
+984
| +5% | +$37.4K | 0.29% | 121 |
|
|
2017
Q2 | $719K | Buy |
19,291
+3,460
| +22% | +$129K | 0.28% | 117 |
|
|
2017
Q1 | $575K | Buy |
15,831
+2,373
| +18% | +$86.2K | 0.22% | 140 |
|
|
2016
Q4 | $474K | Buy |
13,458
+1,299
| +11% | +$45.8K | 0.2% | 135 |
|
|
2016
Q3 | $438K | Buy |
12,159
+2,263
| +23% | +$81.5K | 0.18% | 144 |
|
|
2016
Q2 | $349K | Buy |
9,896
+1,913
| +24% | +$67.5K | 0.18% | 126 |
|
|
2016
Q1 | $278K | Buy |
7,983
+916
| +13% | +$31.9K | 0.13% | 153 |
|
|
2015
Q4 | $241K | Sell |
7,067
-236
| -3% | -$8.05K | 0.11% | 161 |
|
|
2015
Q3 | $247K | Sell |
7,303
-1,815
| -20% | -$61.4K | 0.18% | 103 |
|
|
2015
Q2 | $321K | Sell |
9,118
-165
| -2% | -$5.81K | 0.23% | 99 |
|
|
2015
Q1 | $331K | Buy |
9,283
+731
| +9% | +$26.1K | 0.23% | 102 |
|
|
2014
Q4 | $301K | Buy |
8,552
+1,223
| +17% | +$43K | 0.22% | 104 |
|
|
2014
Q3 | $256K | Buy |
7,329
+947
| +15% | +$33.1K | 0.2% | 115 |
|
|
2014
Q2 | $228K | Buy |
6,382
+1,808
| +40% | +$64.6K | 0.18% | 119 |
|
|
2014
Q1 | $159K | Buy |
+4,574
| New | +$159K | 0.13% | 129 |
|