Concurrent Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
+12,229
| New | +$563K | 0.01% | 800 |
|
|
2025
Q1 | – | Sell |
-5,630
| Closed | -$245K | – | 1199 |
|
|
2024
Q4 | $245K | Buy |
5,630
+182
| +3% | +$7.91K | 0.01% | 895 |
|
|
2024
Q3 | $246K | Buy |
5,448
+636
| +13% | +$28.7K | 0.01% | 849 |
|
|
2024
Q2 | $207K | Buy |
+4,812
| New | +$207K | 0.01% | 860 |
|