Congress Asset 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 Q1	–	Sell	-12,293	Closed	-$534K	–	372
2024 Q4	$534K	Buy	+12,293	New	+$534K	﹤0.01%	342
2023 Q1	–	Sell	-24,486	Closed	-$931K	–	369
2022 Q4	$931K	Buy	+24,486	New	+$931K	0.01%	309