Central Trust Company’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
Q3
$436K Sell
2025
Q2
$466K Sell
2025
Q1
$483K Buy
2024
Q4
$382K Sell
2024
Q3
$432K Buy
2024
Q2
$377K Sell
2024
Q1
$403K Buy
2023
Q4
$192K Buy
2023
Q3
$157K Buy
2020
Q1
Sell
2019
Q4
$15K Buy
2019
Q3
Sell
2019
Q2
$6K Buy
2018
Q1
Sell
2017
Q4
$31K Hold
2017
Q3
$31K Sell
2017
Q2
$40K Buy