CAPTRUST Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $648K | Buy |
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|
2020
Q1 | $483K | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $963K | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $268K | Buy |
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