CFO4Life Group’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	$365K	Hold	7,935	–	–	0.06%	145
2025 Q1	$348K	Hold	7,935	–	–	0.06%	143
2024 Q4	$345K	Hold	7,935	–	–	0.06%	143
2024 Q3	$358K	Hold	7,935	–	–	0.06%	140
2024 Q2	$341K	Hold	7,935	–	–	0.06%	139
2024 Q1	$339K	Hold	7,935	–	–	0.06%	141
2023 Q4	$329K	Hold	7,935	–	–	0.06%	133
2023 Q3	$309K	Hold	7,935	–	–	0.07%	120
2023 Q2	$321K	Hold	7,935	–	–	0.07%	128
2023 Q1	$316K	Sell	7,935 -354	-4%	-$14.1K	0.07%	122
2022 Q4	$315K	Buy	8,289 +354	+4%	+$13.5K	0.07%	128
2022 Q3	$291K	Hold	7,935	–	–	0.08%	108
2022 Q2	$308K	Hold	7,935	–	–	0.08%	112
2022 Q1	$341K	Hold	7,935	–	–	0.07%	112
2021 Q4	$361K	Hold	7,935	–	–	0.07%	111
2021 Q3	$355K	Hold	7,935	–	–	0.08%	107
2021 Q2	$357K	Hold	7,935	–	–	0.08%	104
2021 Q1	$346K	Hold	7,935	–	–	0.09%	111
2020 Q4	$343K	Hold	7,935	–	–	0.1%	111
2020 Q3	$326K	Hold	7,935	–	–	0.11%	100
2020 Q2	$316K	Hold	7,935	–	–	0.12%	90
2020 Q1	$292K	Hold	7,935	–	–	0.16%	84
2019 Q4	$318K	Hold	7,935	–	–	0.13%	91
2019 Q3	$312K	Sell	7,935 -1,606	-17%	-$63.1K	0.14%	88
2019 Q2	$372K	Sell	9,541 -9,660	-50%	-$377K	0.17%	83
2019 Q1	$731K	Sell	19,201 -538	-3%	-$20.5K	0.34%	46
2018 Q4	$704K	Buy	19,739 +11,266	+133%	+$402K	0.31%	52
2018 Q3	$321K	Hold	8,473	–	–	0.14%	97
2018 Q2	$318K	Buy	+8,473	New	+$318K	0.13%	97