Clear Creek Financial Management’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
2026 Q1	$495K	Sell	10,453 -559	-5%	-$27K	0.04%	394
2025 Q4	$526K	Sell	11,012 -1,911	-15%	-$91.4K	0.04%	372
2025 Q3	$615K	Sell	12,923 -325	-2%	-$15.1K	0.05%	325
2025 Q2	$610K	Sell	13,248 -578	-4%	-$25.5K	0.06%	317
2025 Q1	$607K	Buy	13,826 +527	+4%	+$23.2K	0.06%	280
2024 Q4	$578K	Sell	13,299 -1,881	-12%	-$83.4K	0.06%	270
2024 Q3	$685K	Sell	15,180 -42	-0.3%	-$1.84K	0.08%	215
2024 Q2	$655K	Buy	15,222 +794	+6%	+$33.6K	0.08%	213
2024 Q1	$617K	Sell	14,428 -1,240	-8%	-$51.8K	0.08%	214
2023 Q4	$650K	Buy	15,668 +3,742	+31%	+$148K	0.1%	165
2023 Q3	$464K	Buy	11,926 +170	+1%	+$6.79K	0.08%	178
2023 Q2	$475K	Buy	11,756 +1,154	+11%	+$46.1K	0.08%	183
2023 Q1	$423K	Buy	10,602 +542	+5%	+$21.3K	0.08%	181
2022 Q4	$382K	Buy	10,060 +1,189	+13%	+$45.1K	0.08%	180
2022 Q3	$325K	Sell	8,871 -338	-4%	-$13.2K	0.07%	182
2022 Q2	$359K	Buy	9,209 +1,811	+24%	+$73.2K	0.08%	187
2022 Q1	$318K	Buy	7,398 +26	+0.4%	+$1.13K	0.05%	239
2021 Q4	$335K	Buy	7,372 +747	+11%	+$33.9K	0.05%	235
2021 Q3	$296K	Buy	6,625 +521	+9%	+$23.6K	0.05%	241
2021 Q2	$275K	Buy	+6,104	New	+$272K	0.04%	244
2021 Q1	–	Sell	-9,400	Closed	-$406K	–	60
2020 Q4	$406K	Buy	+9,400	New	+$396K	0.08%	202
2020 Q3	–	Sell	-9,721	Closed	-$387K	–	91
2020 Q2	$387K	Buy	9,721 +2,145	+28%	+$82.8K	0.1%	147
2020 Q1	$285K	Buy	7,576 +797	+12%	+$31.2K	0.11%	120
2019 Q4	$270K	Buy	6,779 +155	+2%	+$6.14K	0.11%	104
2019 Q3	$260K	Buy	6,624 +309	+5%	+$12K	0.13%	100
2019 Q2	$246K	Buy	+6,315	New	+$242K	0.11%	103