Atria Wealth Solutions’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 | $681K | Sell |
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|
2025
Q1 | $917K | Sell |
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|
2024
Q4 | $951K | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | $311K | Buy |
|