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	14,784 -6,116	-29%	-$270K	0.02%	792
2025 Q1	$917K	Sell	20,900 -996	-5%	-$43.8K	0.01%	924
2024 Q4	$951K	Buy	21,896 +1,762	+9%	+$78.2K	0.01%	941
2024 Q3	$908K	Buy	20,134 +1,815	+10%	+$79.6K	0.01%	946
2024 Q2	$788K	Buy	18,319 +245	+1%	+$10.4K	0.01%	1006
2024 Q1	$773K	Sell	18,074 -535	-3%	-$22.4K	0.01%	1034
2023 Q4	$772K	Buy	18,609 +788	+4%	+$31.2K	0.01%	989
2023 Q3	$694K	Buy	17,821 +5,085	+40%	+$203K	0.01%	981
2023 Q2	$515K	Sell	12,736 -1,723	-12%	-$68.8K	0.01%	1145
2023 Q1	$576K	Sell	14,459 -571	-4%	-$22.4K	0.01%	1048
2022 Q4	$571K	Sell	15,030 -8,707	-37%	-$330K	0.01%	1005
2022 Q3	$869K	Buy	23,737 +10,877	+85%	+$426K	0.02%	767
2022 Q2	$501K	Buy	12,860 +5,618	+78%	+$227K	0.01%	974
2022 Q1	$311K	Buy	+7,242	New	+$315K	0.01%	1299