AssetMark Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
868
+570
| +191% | +$26.2K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $13.1K | Sell |
298
-467
| -61% | -$20.5K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $33.2K | Buy |
765
+415
| +119% | +$18K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $15.8K | Buy |
350
+75
| +27% | +$3.39K | ﹤0.01% | 1546 |
|
|
2024
Q2 | $11.8K | Sell |
275
-1,535
| -85% | -$66K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $77.4K | Buy |
1,810
+85
| +5% | +$3.64K | ﹤0.01% | 1081 |
|
|
2023
Q4 | $71.6K | Buy |
1,725
+216
| +14% | +$8.97K | ﹤0.01% | 1095 |
|
|
2023
Q3 | $58.7K | Buy |
1,509
+72
| +5% | +$2.8K | ﹤0.01% | 1065 |
|
|
2023
Q2 | $58.1K | Buy |
1,437
+65
| +5% | +$2.63K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $54.7K | Buy |
1,372
+65
| +5% | +$2.59K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $49.7K | Buy |
1,307
+173
| +15% | +$6.58K | ﹤0.01% | 1043 |
|
|
2022
Q3 | $44K | Buy |
1,134
+49
| +5% | +$1.9K | ﹤0.01% | 968 |
|
|
2022
Q2 | $42K | Buy |
1,085
+62
| +6% | +$2.4K | ﹤0.01% | 957 |
|
|
2022
Q1 | $44K | Buy |
+1,023
| New | +$44K | ﹤0.01% | 942 |
|