Beacon Investment Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Beacon Investment Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$950K	Sell	19,037 -43	-0.2%	-$2.11K	0.04%	142
2026 Q1	$904K	Buy	19,080 +1,224	+7%	+$59K	0.04%	142
2025 Q4	$852K	Buy	17,856 +30	+0.2%	+$1.43K	0.03%	140
2025 Q3	$848K	Sell	17,826 -203	-1%	-$9.43K	0.04%	137
2025 Q2	$830K	Buy	18,029 +540	+3%	+$23.9K	0.04%	138
2025 Q1	$767K	Sell	17,489 -375	-2%	-$16.5K	0.04%	141
2024 Q4	$776K	Buy	17,864 +35	+0.2%	+$1.55K	0.03%	144
2024 Q3	$804K	Sell	17,829 -394	-2%	-$17.3K	0.03%	152
2024 Q2	$784K	Sell	18,223 -1,865	-9%	-$79K	0.03%	150
2024 Q1	$859K	Sell	20,088 -517	-3%	-$21.6K	0.04%	144
2023 Q4	$855K	Sell	20,605 -350	-2%	-$13.9K	0.04%	150
2023 Q3	$816K	Sell	20,955 -33	-0.2%	-$1.32K	0.04%	158
2023 Q2	$848K	Sell	20,988 -535	-2%	-$21.4K	0.04%	159
2023 Q1	$858K	Sell	21,523 -600	-3%	-$23.6K	0.04%	155
2022 Q4	$841K	Buy	22,123 +2,543	+13%	+$96.4K	0.04%	156
2022 Q3	$717K	Sell	19,580 -6,444	-25%	-$252K	0.04%	165
2022 Q2	$1.01M	Buy	26,024 +8,121	+45%	+$328K	0.05%	153
2022 Q1	$769K	Hold	17,903	–	–	0.03%	181
2021 Q4	$814K	Buy	17,903 +4,329	+32%	+$196K	0.03%	181
2021 Q3	$607K	Sell	13,574 -765	-5%	-$34.7K	0.03%	194
2021 Q2	$646K	Buy	14,339 +1,138	+9%	+$50.7K	0.03%	192
2021 Q1	$575K	Buy	13,201 +70	+0.5%	+$3.05K	0.03%	190
2020 Q4	$567K	Buy	13,131 +2,973	+29%	+$125K	0.03%	178
2020 Q3	$417K	Sell	10,158 -2,049	-17%	-$84K	0.02%	181
2020 Q2	$487K	Hold	12,207	–	–	0.03%	170
2020 Q1	$448K	Buy	12,207 +228	+2%	+$8.93K	0.03%	166
2019 Q4	$481K	Buy	11,979 +2,016	+20%	+$79.8K	0.03%	179
2019 Q3	$391K	Sell	9,963 -793	-7%	-$30.9K	0.04%	179
2019 Q2	$420K	Hold	10,756	–	–	0.04%	161
2019 Q1	$409K	Buy	10,756 +3,623	+51%	+$134K	0.04%	166
2018 Q4	$255K	Sell	7,133 -48	-0.7%	-$1.75K	0.03%	225
2018 Q3	$272K	Hold	7,181	–	–	0.03%	227
2018 Q2	$270K	Buy	7,181 +25	+0.3%	+$941	0.03%	220
2018 Q1	$270K	Hold	7,156	–	–	0.03%	226
2017 Q4	$272K	Sell	7,156 -98,844	-93%	-$3.78M	0.03%	209
2017 Q3	$4.02M	Buy	106,000 +96,095	+970%	+$3.61M	0.35%	81
2017 Q2	$369K	Buy	+9,905	New	+$366K	0.07%	70
2015 Q4	–	Sell	-7,652	Closed	-$259K	–	64
2015 Q3	$259K	Sell	7,652 -9,423	-55%	-$325K	0.05%	52
2015 Q2	$602K	Buy	+17,075	New	+$611K	0.09%	22