Axxcess Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
18,639
+11,172
| +150% | +$514K | 0.02% | 466 |
|
|
2025
Q1 | $328K | Sell |
7,467
-48,335
| -87% | -$2.12M | 0.01% | 661 |
|
|
2024
Q4 | $2.42M | Buy |
55,802
+48,338
| +648% | +$2.1M | 0.06% | 238 |
|
|
2024
Q3 | $337K | Buy |
7,464
+1
| +0% | +$45 | 0.01% | 655 |
|
|
2024
Q2 | $321K | Buy |
7,463
+1
| +0% | +$43 | 0.01% | 631 |
|
|
2024
Q1 | $319K | Buy |
7,462
+160
| +2% | +$6.85K | 0.01% | 648 |
|
|
2023
Q4 | $303K | Hold |
7,302
| – | – | 0.01% | 640 |
|
|
2023
Q3 | $284K | Hold |
7,302
| – | – | 0.01% | 613 |
|
|
2023
Q2 | $295K | Hold |
7,302
| – | – | 0.02% | 455 |
|
|
2023
Q1 | $291K | Hold |
7,302
| – | – | 0.02% | 489 |
|
|
2022
Q4 | $278K | Sell |
7,302
-256
| -3% | -$9.73K | 0.02% | 466 |
|
|
2022
Q3 | $277K | Buy |
7,558
+2
| +0% | +$73 | 0.03% | 416 |
|
|
2022
Q2 | $294K | Buy |
+7,556
| New | +$294K | 0.03% | 397 |
|