CoreCap Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CoreCap Advisors’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$227K	Buy
2025 Q4	$206K	Buy
2025 Q3	$192K	Buy
2025 Q2	$174K	Buy
2025 Q1	$152K	Sell
2024 Q4	$163K	Buy
2024 Q3	$140K	Buy
2024 Q2	–	Sell
2024 Q1	$78.8K	Buy
2022 Q4	$50K	Buy