Bright Futures Wealth Management’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
Q1
$324K Buy
7,629
+157
+2% +$6.67K 0.36% 82
2024
Q4
$329K Buy
7,472
+305
+4% +$13.4K 0.29% 89
2024
Q3
$316K Buy
+7,167
New +$316K 0.15% 163