Aveo Capital Partners’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
Q1 | – | Sell |
-42,455
| Closed | -$1.84M | – | 185 |
|
|
2024
Q4 | $1.84M | Buy |
42,455
+1,062
| +3% | +$47.1K | 0.2% | 94 |
|
|
2024
Q3 | $1.87M | Buy |
41,393
+2,129
| +5% | +$93.4K | 0.2% | 92 |
|
|
2024
Q2 | $1.69M | Sell |
39,264
-238
| -0.6% | -$10.1K | 0.19% | 98 |
|
|
2024
Q1 | $1.66M | Buy |
39,502
+1,256
| +3% | +$52.5K | 0.18% | 104 |
|
|
2023
Q4 | $1.59M | Buy |
38,246
+840
| +2% | +$33.3K | 0.19% | 98 |
|
|
2023
Q3 | $1.46M | Sell |
37,406
-1,001
| -3% | -$40K | 0.19% | 101 |
|
|
2023
Q2 | $1.55M | Buy |
38,407
+2,174
| +6% | +$86.8K | 0.2% | 99 |
|
|
2023
Q1 | $1.44M | Sell |
36,233
-4,798
| -12% | -$189K | 0.19% | 96 |
|
|
2022
Q4 | $1.56M | Buy |
41,031
+748
| +2% | +$28.4K | 0.23% | 88 |
|
|
2022
Q3 | $1.48M | Sell |
40,283
-296
| -0.7% | -$11.6K | 0.25% | 81 |
|
|
2022
Q2 | $1.58M | Sell |
40,579
-1,635
| -4% | -$66.1K | 0.26% | 88 |
|
|
2022
Q1 | $1.81M | Sell |
42,214
-296
| -0.7% | -$12.9K | 0.32% | 76 |
|
|
2021
Q4 | $1.93M | Sell |
42,510
-5,704
| -12% | -$259K | 0.35% | 75 |
|
|
2021
Q3 | $2.16M | Buy |
48,214
+1,306
| +3% | +$59.2K | 0.45% | 63 |
|
|
2021
Q2 | $2.11M | Buy |
46,908
+5,159
| +12% | +$230K | 0.47% | 60 |
|
|
2021
Q1 | $1.82M | Buy |
+41,749
| New | +$1.82M | 0.46% | 55 |
|
|
2020
Q4 | – | Sell |
-38,091
| Closed | -$1.56M | – | 73 |
|
|
2020
Q3 | $1.56M | Buy |
+38,091
| New | +$1.56M | 0.56% | 42 |
|
|
2020
Q2 | – | Sell |
-35,775
| Closed | -$1.31M | – | 65 |
|
|
2020
Q1 | $1.31M | Buy |
35,775
+1,704
| +5% | +$66.7K | 0.64% | 42 |
|
|
2019
Q4 | $1.37M | Buy |
34,071
+2,422
| +8% | +$95.9K | 0.54% | 51 |
|
|
2019
Q3 | $1.26M | Buy |
31,649
+5,778
| +22% | +$225K | 0.52% | 58 |
|
|
2019
Q2 | $1.01M | Buy |
25,871
+4,199
| +19% | +$161K | 0.44% | 64 |
|
|
2019
Q1 | $825K | Buy |
21,672
+4,101
| +23% | +$152K | 0.38% | 65 |
|
|
2018
Q4 | $627K | Sell |
17,571
-668
| -4% | -$24.4K | 0.31% | 55 |
|
|
2018
Q3 | $666K | Sell |
18,239
-4,069
| -18% | -$154K | 0.3% | 58 |
|
|
2018
Q2 | $837K | Buy |
22,308
+1,243
| +6% | +$46.8K | 0.37% | 54 |
|
|
2018
Q1 | $796K | Buy |
21,065
+1,264
| +6% | +$48.2K | 0.33% | 52 |
|
|
2017
Q4 | $753K | Buy |
19,801
+1,021
| +5% | +$39.1K | 0.25% | 50 |
|
|
2017
Q3 | $713K | Buy |
18,780
+1,807
| +11% | +$67.9K | 0.25% | 53 |
|
|
2017
Q2 | $633K | Buy |
16,973
+1,937
| +13% | +$71.5K | 0.22% | 53 |
|
|
2017
Q1 | $547K | Sell |
15,036
-2,725
| -15% | -$97.8K | 0.2% | 55 |
|
|
2016
Q4 | $626K | Buy |
+17,761
| New | +$628K | 0.18% | 84 |
|
Other funds holding AOM
FIA
WFS
HIP
Aveo Capital Partners's AOM Position: Q1 2025 in Review
Aveo Capital Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 42,455 shares — an estimated $1.84M sold.
Aveo Capital Partners first reported a position in AOM in Q4 2016 and held it in 31 quarters. The position peaked at $2.16M in Q3 2021. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.
- Aveo Capital Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 42,455 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $1.84M.
- Aveo Capital Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 31 quarters.
- Aveo Capital Partners's iShares Core Moderate Allocation ETF position peaked at $2.16M in Q3 2021.
- 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.