Commonwealth Equity Services’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 | $6.52M | Buy |
141,683
+2,566
| +2% | +$118K | 0.01% | 1144 |
|
|
2025
Q1 | $6.1M | Sell |
139,117
-6,477
| -4% | -$284K | 0.01% | 1158 |
|
|
2024
Q4 | $6.33M | Sell |
145,594
-2,218
| -2% | -$96.4K | 0.01% | 1091 |
|
|
2024
Q3 | $6.67M | Sell |
147,812
-14,886
| -9% | -$672K | 0.01% | 1046 |
|
|
2024
Q2 | $7M | Buy |
162,698
+28,240
| +21% | +$1.21M | 0.01% | 996 |
|
|
2024
Q1 | $5.75M | Buy |
134,458
+2,157
| +2% | +$92.3K | 0.01% | 1086 |
|
|
2023
Q4 | $5.49M | Buy |
132,301
+16,265
| +14% | +$675K | 0.01% | 1051 |
|
|
2023
Q3 | $4.52M | Buy |
116,036
+3,852
| +3% | +$150K | 0.01% | 1088 |
|
|
2023
Q2 | $4.53M | Buy |
112,184
+1,546
| +1% | +$62.5K | 0.01% | 1090 |
|
|
2023
Q1 | $4.41K | Sell |
110,638
-5,186
| -4% | -$207 | 0.01% | 1070 |
|
|
2022
Q4 | $4.4M | Sell |
115,824
-8,424
| -7% | -$320K | 0.01% | 1031 |
|
|
2022
Q3 | $4.55M | Sell |
124,248
-104
| -0.1% | -$3.81K | 0.01% | 936 |
|
|
2022
Q2 | $4.84M | Sell |
124,352
-8,720
| -7% | -$340K | 0.01% | 920 |
|
|
2022
Q1 | $5.72M | Sell |
133,072
-34,132
| -20% | -$1.47M | 0.01% | 883 |
|
|
2021
Q4 | $7.6M | Buy |
167,204
+20,083
| +14% | +$913K | 0.02% | 716 |
|
|
2021
Q3 | $6.58M | Buy |
147,121
+38,249
| +35% | +$1.71M | 0.02% | 723 |
|
|
2021
Q2 | $4.9M | Buy |
108,872
+488
| +0.5% | +$22K | 0.01% | 863 |
|
|
2021
Q1 | $4.72M | Sell |
108,384
-29,568
| -21% | -$1.29M | 0.01% | 813 |
|
|
2020
Q4 | $5.96M | Sell |
137,952
-6,722
| -5% | -$290K | 0.02% | 656 |
|
|
2020
Q3 | $5.94M | Sell |
144,674
-757
| -0.5% | -$31.1K | 0.02% | 603 |
|
|
2020
Q2 | $5.8M | Buy |
145,431
+1,004
| +0.7% | +$40K | 0.02% | 569 |
|
|
2020
Q1 | $5.31M | Sell |
144,427
-39,765
| -22% | -$1.46M | 0.02% | 532 |
|
|
2019
Q4 | $7.39M | Buy |
184,192
+7,140
| +4% | +$287K | 0.03% | 496 |
|
|
2019
Q3 | $6.96M | Buy |
177,052
+14,063
| +9% | +$553K | 0.03% | 486 |
|
|
2019
Q2 | $6.36M | Buy |
162,989
+3,375
| +2% | +$132K | 0.03% | 500 |
|
|
2019
Q1 | $6.07M | Sell |
159,614
-91,974
| -37% | -$3.5M | 0.03% | 501 |
|
|
2018
Q4 | $8.98M | Buy |
251,588
+123,005
| +96% | +$4.39M | 0.05% | 352 |
|
|
2018
Q3 | $4.87M | Sell |
128,583
-4,404
| -3% | -$167K | 0.02% | 539 |
|
|
2018
Q2 | $4.99M | Sell |
132,987
-8,067
| -6% | -$303K | 0.03% | 508 |
|
|
2018
Q1 | $5.33M | Buy |
141,054
+492
| +0.4% | +$18.6K | 0.03% | 461 |
|
|
2017
Q4 | $5.35M | Buy |
140,562
+11,128
| +9% | +$423K | 0.03% | 454 |
|
|
2017
Q3 | $4.92M | Buy |
129,434
+3,745
| +3% | +$142K | 0.03% | 447 |
|
|
2017
Q2 | $4.68M | Buy |
125,689
+22,386
| +22% | +$834K | 0.03% | 462 |
|
|
2017
Q1 | $3.76M | Buy |
103,303
+11,340
| +12% | +$412K | 0.03% | 517 |
|
|
2016
Q4 | $3.24M | Sell |
91,963
-3,246
| -3% | -$114K | 0.02% | 528 |
|
|
2016
Q3 | $3.44M | Buy |
95,209
+6,889
| +8% | +$249K | 0.03% | 486 |
|
|
2016
Q2 | $3.12M | Buy |
88,320
+10,035
| +13% | +$354K | 0.03% | 500 |
|
|
2016
Q1 | $2.72M | Buy |
78,285
+4,789
| +7% | +$167K | 0.02% | 516 |
|
|
2015
Q4 | $2.5M | Buy |
73,496
+15,490
| +27% | +$528K | 0.02% | 546 |
|
|
2015
Q3 | $1.96M | Buy |
58,006
+22,418
| +63% | +$759K | 0.02% | 607 |
|
|
2015
Q2 | $1.25M | Buy |
35,588
+2,250
| +7% | +$79.3K | 0.01% | 840 |
|
|
2015
Q1 | $1.19M | Buy |
33,338
+3,862
| +13% | +$138K | 0.01% | 861 |
|
|
2014
Q4 | $1.04M | Buy |
29,476
+7,498
| +34% | +$264K | 0.01% | 877 |
|
|
2014
Q3 | $767K | Sell |
21,978
-1,500
| -6% | -$52.3K | 0.01% | 995 |
|
|
2014
Q2 | $839K | Buy |
23,478
+256
| +1% | +$9.15K | 0.01% | 960 |
|
|
2014
Q1 | $809K | Buy |
23,222
+669
| +3% | +$23.3K | 0.01% | 918 |
|
|
2013
Q4 | $774K | Sell |
22,553
-20,131
| -47% | -$691K | 0.01% | 906 |
|
|
2013
Q3 | $1.42M | Buy |
42,684
+452
| +1% | +$15.1K | 0.02% | 564 |
|
|
2013
Q2 | $1.37M | Buy |
+42,232
| New | +$1.37M | 0.02% | 538 |
|