Beacon Investment Advisory Services’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
Q3 | $848K | Sell |
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|
2025
Q2 | $830K | Buy |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $859K | Sell |
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|
2023
Q4 | $855K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $858K | Sell |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $769K | Hold |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $646K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $567K | Buy |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $487K | Hold |
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|
2020
Q1 | $448K | Buy |
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|
2019
Q4 | $481K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $255K | Sell |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $4.02M | Buy |
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|
2017
Q2 | $369K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $259K | Sell |
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|
2015
Q2 | $602K | Buy |
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