BlueStem Wealth Partners’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	$1.32M	Sell	28,606 -2,930	-9%	-$135K	0.16%	44
2025 Q1	$1.38M	Sell	31,536 -3,493	-10%	-$153K	0.19%	41
2024 Q4	$1.52M	Buy	+35,029	New	+$1.52M	0.2%	40