Axxcess 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 | $858K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $294K | Buy |
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