BA
Bellwether Advisors’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 | $17.1K | Buy |
372
+19
| +5% | +$875 | ﹤0.01% | 318 |
|
|
2025
Q1 | $15.5K | Sell |
353
-372
| -51% | -$16.3K | ﹤0.01% | 293 |
|
|
2024
Q4 | $31.5K | Buy |
+725
| New | +$31.5K | 0.01% | 259 |
|
|
2023
Q2 | – | Sell |
-566
| Closed | -$22.6K | – | 107 |
|
|
2023
Q1 | $22.6K | Buy |
566
+17
| +3% | +$678 | 0.01% | 237 |
|
|
2022
Q4 | $20.9K | Buy |
549
+29
| +6% | +$1.1K | 0.01% | 239 |
|
|
2022
Q3 | $19K | Buy |
520
+26
| +5% | +$950 | 0.01% | 222 |
|
|
2022
Q2 | $19K | Buy |
494
+42
| +9% | +$1.62K | 0.01% | 219 |
|
|
2022
Q1 | $19K | Buy |
452
+443
| +4,922% | +$18.6K | 0.01% | 257 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 562 |
|