CGN Advisors’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	$249K	Sell	5,414 -443	-8%	-$20.4K	0.02%	283
2025 Q1	$257K	Buy	5,857 +64	+1%	+$2.81K	0.03%	270
2024 Q4	$252K	Buy	5,793 +1,069	+23%	+$46.4K	0.02%	273
2024 Q3	$213K	Buy	+4,724	New	+$213K	0.02%	269