Atria Wealth Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
14,784
-6,116
| -29% | -$282K | 0.02% | 791 |
|
|
2025
Q1 | $917K | Sell |
20,900
-996
| -5% | -$43.7K | 0.01% | 918 |
|
|
2024
Q4 | $951K | Buy |
21,896
+1,762
| +9% | +$76.5K | 0.01% | 934 |
|
|
2024
Q3 | $908K | Buy |
20,134
+1,815
| +10% | +$81.9K | 0.01% | 939 |
|
|
2024
Q2 | $788K | Buy |
18,319
+245
| +1% | +$10.5K | 0.01% | 998 |
|
|
2024
Q1 | $773K | Sell |
18,074
-535
| -3% | -$22.9K | 0.01% | 1029 |
|
|
2023
Q4 | $772K | Buy |
18,609
+788
| +4% | +$32.7K | 0.01% | 982 |
|
|
2023
Q3 | $694K | Buy |
17,821
+5,085
| +40% | +$198K | 0.01% | 976 |
|
|
2023
Q2 | $515K | Sell |
12,736
-1,723
| -12% | -$69.6K | 0.01% | 1140 |
|
|
2023
Q1 | $576K | Sell |
14,459
-571
| -4% | -$22.8K | 0.01% | 1045 |
|
|
2022
Q4 | $571K | Sell |
15,030
-8,707
| -37% | -$331K | 0.01% | 1002 |
|
|
2022
Q3 | $869K | Buy |
23,737
+10,877
| +85% | +$398K | 0.02% | 764 |
|
|
2022
Q2 | $501K | Buy |
12,860
+5,618
| +78% | +$219K | 0.01% | 949 |
|
|
2022
Q1 | $311K | Buy |
+7,242
| New | +$311K | 0.01% | 1298 |
|