Austin Private Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Austin Private Wealth’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$331K	Hold
2025 Q2	$320K	Hold
2025 Q1	$305K	Sell
2024 Q4	$326K	Sell
2024 Q3	$339K	Buy
2024 Q2	$323K	Buy