Clear Creek Financial Management’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 | $610K | Sell |
13,248
-578
| -4% | -$26.6K | 0.06% | 317 |
|
|
2025
Q1 | $607K | Buy |
13,826
+527
| +4% | +$23.1K | 0.06% | 280 |
|
|
2024
Q4 | $578K | Sell |
13,299
-1,881
| -12% | -$81.7K | 0.06% | 270 |
|
|
2024
Q3 | $685K | Sell |
15,180
-42
| -0.3% | -$1.9K | 0.08% | 215 |
|
|
2024
Q2 | $655K | Buy |
15,222
+794
| +6% | +$34.2K | 0.08% | 213 |
|
|
2024
Q1 | $617K | Sell |
14,428
-1,240
| -8% | -$53K | 0.08% | 214 |
|
|
2023
Q4 | $650K | Buy |
15,668
+3,742
| +31% | +$155K | 0.1% | 165 |
|
|
2023
Q3 | $464K | Buy |
11,926
+170
| +1% | +$6.62K | 0.08% | 178 |
|
|
2023
Q2 | $475K | Buy |
11,756
+1,154
| +11% | +$46.6K | 0.08% | 183 |
|
|
2023
Q1 | $423K | Buy |
10,602
+542
| +5% | +$21.6K | 0.08% | 181 |
|
|
2022
Q4 | $382K | Buy |
10,060
+1,189
| +13% | +$45.2K | 0.08% | 180 |
|
|
2022
Q3 | $325K | Sell |
8,871
-338
| -4% | -$12.4K | 0.07% | 182 |
|
|
2022
Q2 | $359K | Buy |
9,209
+1,811
| +24% | +$70.6K | 0.08% | 187 |
|
|
2022
Q1 | $318K | Buy |
7,398
+26
| +0.4% | +$1.12K | 0.05% | 239 |
|
|
2021
Q4 | $335K | Buy |
7,372
+747
| +11% | +$33.9K | 0.05% | 235 |
|
|
2021
Q3 | $296K | Buy |
6,625
+521
| +9% | +$23.3K | 0.05% | 241 |
|
|
2021
Q2 | $275K | Buy |
+6,104
| New | +$275K | 0.04% | 244 |
|
|
2021
Q1 | – | Sell |
-9,400
| Closed | -$406K | – | 60 |
|
|
2020
Q4 | $406K | Buy |
+9,400
| New | +$406K | 0.08% | 202 |
|
|
2020
Q3 | – | Sell |
-9,721
| Closed | -$387K | – | 91 |
|
|
2020
Q2 | $387K | Buy |
9,721
+2,145
| +28% | +$85.4K | 0.1% | 147 |
|
|
2020
Q1 | $285K | Buy |
7,576
+797
| +12% | +$30K | 0.11% | 120 |
|
|
2019
Q4 | $270K | Buy |
6,779
+155
| +2% | +$6.17K | 0.11% | 104 |
|
|
2019
Q3 | $260K | Buy |
6,624
+309
| +5% | +$12.1K | 0.13% | 100 |
|
|
2019
Q2 | $246K | Buy |
+6,315
| New | +$246K | 0.11% | 103 |
|