AFM
Armstrong Fleming & Moore’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $554K | Buy |
+12,042
| New | +$554K | 0.3% | 53 |
|
2025
Q1 | – | Sell |
-13,961
| Closed | -$606K | – | 82 |
|
2024
Q4 | $606K | Buy |
13,961
+247
| +2% | +$10.7K | 0.37% | 43 |
|
2024
Q3 | $619K | Buy |
13,714
+107
| +0.8% | +$4.83K | 0.36% | 46 |
|
2024
Q2 | $585K | Buy |
13,607
+70
| +0.5% | +$3.01K | 0.38% | 46 |
|
2024
Q1 | $579K | Hold |
13,537
| – | – | 0.4% | 50 |
|
2023
Q4 | $562K | Buy |
13,537
+219
| +2% | +$9.09K | 0.42% | 45 |
|
2023
Q3 | $518K | Buy |
13,318
+100
| +0.8% | +$3.89K | 0.5% | 45 |
|
2023
Q2 | $534K | Buy |
+13,218
| New | +$534K | 0.49% | 44 |
|