Blue Trust Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
3,379
| – | – | ﹤0.01% | 858 |
|
|
2025
Q1 | $148K | Hold |
3,379
| – | – | ﹤0.01% | 823 |
|
|
2024
Q4 | $147K | Hold |
3,379
| – | – | ﹤0.01% | 768 |
|
|
2024
Q3 | $145K | Hold |
3,379
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q2 | $145K | Hold |
3,379
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $145K | Hold |
3,379
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $132K | Hold |
3,379
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $137K | Hold |
3,379
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $135K | Hold |
3,379
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $128K | Hold |
3,379
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $124K | Hold |
3,379
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $132K | Hold |
3,379
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $145K | Buy |
+3,379
| New | +$145K | ﹤0.01% | 392 |
|