Claro 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	$292K	Buy	6,350 +50	+0.8%	+$2.3K	0.05%	301
2025 Q1	$276K	Buy	6,300 +50	+0.8%	+$2.19K	0.04%	407
2024 Q4	$272K	Buy	6,250 +600	+11%	+$26.1K	0.04%	379
2024 Q3	$255K	Buy	+5,650	New	+$255K	0.03%	420