Beacon Financial Advisory’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 | $2M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $3.01M | Buy |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $4.75M | Sell |
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|
2021
Q3 | $4.8M | Sell |
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|
2021
Q2 | $4.85M | Sell |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.66M | Buy |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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