AssetMark Inc’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
Q2 | $40K | Buy |
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|
2025
Q1 | $13.1K | Sell |
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|
2024
Q4 | $33.2K | Buy |
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|
2024
Q3 | $15.8K | Buy |
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|
2024
Q2 | $11.8K | Sell |
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|
2024
Q1 | $77.4K | Buy |
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|
2023
Q4 | $71.6K | Buy |
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|
2023
Q3 | $58.7K | Buy |
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|
2023
Q2 | $58.1K | Buy |
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|
2023
Q1 | $54.7K | Buy |
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|
2022
Q4 | $49.7K | Buy |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $44K | Buy |
|