Avior Wealth Management’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
Q2 | $935K | Buy |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $820K | Buy |
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|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $762K | Buy |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $177K | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $173K | Buy |
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|
2019
Q4 | $188K | Sell |
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|
2019
Q3 | $187K | Sell |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $318K | Buy |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $386K | Buy |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $364K | Buy |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $22K | Buy |
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