Archford Capital Strategies’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 | $331K | Sell |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $552K | Sell |
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|
2019
Q3 | $588K | Buy |
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|
2019
Q2 | $524K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $476K | Sell |
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|
2018
Q3 | $632K | Sell |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $805K | Buy |
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|
2017
Q4 | $754K | Sell |
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|
2017
Q3 | $770K | Buy |
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|
2017
Q2 | $719K | Buy |
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|
2017
Q1 | $575K | Buy |
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|
2016
Q4 | $474K | Buy |
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|
2016
Q3 | $438K | Buy |
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|
2016
Q2 | $349K | Buy |
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|
2016
Q1 | $278K | Buy |
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|
2015
Q4 | $241K | Sell |
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|
2015
Q3 | $247K | Sell |
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|
2015
Q2 | $321K | Sell |
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|
2015
Q1 | $331K | Buy |
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|
2014
Q4 | $301K | Buy |
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|
2014
Q3 | $256K | Buy |
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|
2014
Q2 | $228K | Buy |
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|
2014
Q1 | $159K | Buy |
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