Avantax Advisory Services’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 | $986K | Buy |
21,422
+1,322
| +7% | +$60.9K | 0.01% | 1185 |
|
|
2025
Q1 | $882K | Sell |
20,100
-1,472
| -7% | -$64.6K | 0.01% | 1164 |
|
|
2024
Q4 | $937K | Sell |
21,572
-270
| -1% | -$11.7K | 0.01% | 1065 |
|
|
2024
Q3 | $985K | Buy |
21,842
+70
| +0.3% | +$3.16K | 0.01% | 1035 |
|
|
2024
Q2 | $936K | Sell |
21,772
-213
| -1% | -$9.16K | 0.01% | 1015 |
|
|
2024
Q1 | $941K | Sell |
21,985
-538
| -2% | -$23K | 0.01% | 776 |
|
|
2023
Q4 | $935K | Buy |
22,523
+570
| +3% | +$23.7K | 0.01% | 736 |
|
|
2023
Q3 | $855K | Buy |
21,953
+426
| +2% | +$16.6K | 0.01% | 743 |
|
|
2023
Q2 | $870K | Buy |
21,527
+2,631
| +14% | +$106K | 0.01% | 731 |
|
|
2023
Q1 | $753K | Sell |
18,896
-141
| -0.7% | -$5.62K | 0.01% | 759 |
|
|
2022
Q4 | $724K | Buy |
19,037
+6,387
| +50% | +$243K | 0.01% | 732 |
|
|
2022
Q3 | $463K | Sell |
12,650
-191
| -1% | -$6.99K | 0.01% | 810 |
|
|
2022
Q2 | $500K | Sell |
12,841
-106
| -0.8% | -$4.13K | 0.01% | 785 |
|
|
2022
Q1 | $557K | Buy |
12,947
+4,332
| +50% | +$186K | 0.01% | 747 |
|
|
2021
Q4 | $392K | Buy |
8,615
+1,240
| +17% | +$56.4K | 0.01% | 851 |
|
|
2021
Q3 | $328K | Buy |
7,375
+2,342
| +47% | +$104K | 0.01% | 885 |
|
|
2021
Q2 | $227K | Buy |
+5,033
| New | +$227K | ﹤0.01% | 1022 |
|
|
2020
Q4 | – | Sell |
-27,459
| Closed | -$1.13M | – | 951 |
|
|
2020
Q3 | $1.13M | Buy |
+27,459
| New | +$1.13M | 0.02% | 511 |
|