Capital Analysts LLC’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 | $17K | Sell |
373
-6
| -2% | -$273 | ﹤0.01% | 1047 |
|
|
2025
Q1 | $17K | Hold |
379
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q4 | $16K | Buy |
379
+7
| +2% | +$296 | ﹤0.01% | 975 |
|
|
2024
Q3 | $17K | Buy |
372
+3
| +0.8% | +$137 | ﹤0.01% | 925 |
|
|
2024
Q2 | $16K | Buy |
369
+2
| +0.5% | +$87 | ﹤0.01% | 886 |
|
|
2024
Q1 | $16K | Buy |
367
+180
| +96% | +$7.85K | ﹤0.01% | 857 |
|
|
2023
Q4 | $8K | Buy |
187
+3
| +2% | +$128 | ﹤0.01% | 914 |
|
|
2023
Q3 | $7K | Buy |
184
+1
| +0.5% | +$38 | ﹤0.01% | 922 |
|
|
2023
Q2 | $7K | Buy |
183
+1
| +0.5% | +$38 | ﹤0.01% | 851 |
|
|
2023
Q1 | $7K | Buy |
+182
| New | +$7K | ﹤0.01% | 830 |
|