Comprehensive Financial Planning’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	$54.2K	Buy	1,177 +8	+0.7%	+$368	0.04%	151
2025 Q1	$51.3K	Sell	1,169 -1	-0.1%	-$44	0.05%	137
2024 Q4	$50.8K	Buy	+1,170	New	+$50.8K	0.04%	155