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Capital A Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Capital A Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$44.4K Sell
1,011
-379
-27% -$16.6K 0.05% 159
2024
Q4 		$60.4K Buy
+1,390
New +$60.4K 0.1% 144