Austin Private Wealth’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	$320K	Hold	6,955	–	–	0.03%	227
2025 Q1	$305K	Sell	6,955 -553	-7%	-$24.3K	0.03%	212
2024 Q4	$326K	Sell	7,508 -13	-0.2%	-$565	0.03%	188
2024 Q3	$339K	Buy	7,521 +4	+0.1%	+$180	0.03%	170
2024 Q2	$323K	Buy	+7,517	New	+$323K	0.03%	170