Archvest Wealth Advisors’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 | $259K | Buy |
5,615
+150
| +3% | +$6.91K | 0.23% | 50 |
|
|
2025
Q1 | $240K | Sell |
5,465
-869
| -14% | -$38.1K | 0.2% | 53 |
|
|
2024
Q4 | $275K | Buy |
6,334
+387
| +7% | +$16.8K | 0.2% | 50 |
|
|
2024
Q3 | $268K | Sell |
5,947
-5
| -0.1% | -$226 | 0.17% | 52 |
|
|
2024
Q2 | $255K | Sell |
5,952
-4,528
| -43% | -$194K | 0.17% | 54 |
|
|
2024
Q1 | $446K | Buy |
10,480
+14
| +0.1% | +$596 | 0.32% | 43 |
|
|
2023
Q4 | $434K | Sell |
10,466
-416
| -4% | -$17.3K | 0.33% | 40 |
|
|
2023
Q3 | $424K | Sell |
10,882
-1,846
| -15% | -$71.9K | 0.34% | 32 |
|
|
2023
Q2 | $514K | Buy |
12,728
+954
| +8% | +$38.6K | 0.42% | 29 |
|
|
2023
Q1 | $469K | Sell |
11,774
-21
| -0.2% | -$837 | 0.42% | 29 |
|
|
2022
Q4 | $448K | Sell |
11,795
-286
| -2% | -$10.9K | 0.44% | 28 |
|
|
2022
Q3 | $442K | Sell |
12,081
-459
| -4% | -$16.8K | 0.45% | 28 |
|
|
2022
Q2 | $489K | Sell |
12,540
-99
| -0.8% | -$3.86K | 0.49% | 25 |
|
|
2022
Q1 | $543K | Buy |
12,639
+458
| +4% | +$19.7K | 0.49% | 25 |
|
|
2021
Q4 | $554K | Buy |
+12,181
| New | +$554K | 0.48% | 25 |
|