Bellwether Advisors’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
$17.1K Buy
2025
Q1
$15.5K Sell
2024
Q4
$31.5K Buy
2023
Q2
Sell
2023
Q1
$22.6K Buy
2022
Q4
$20.9K Buy
2022
Q3
$19K Buy
2022
Q2
$19K Buy
2022
Q1
$19K Buy
2021
Q4
$0 Buy