CoreCap Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
3,783
+323
| +9% | +$14.9K | 0.01% | 784 |
|
|
2025
Q1 | $152K | Sell |
3,460
-295
| -8% | -$12.9K | 0.01% | 755 |
|
|
2024
Q4 | $163K | Buy |
3,755
+651
| +21% | +$28.3K | 0.01% | 756 |
|
|
2024
Q3 | $140K | Buy |
+3,104
| New | +$140K | 0.01% | 801 |
|
|
2024
Q2 | – | Sell |
-1,841
| Closed | -$78.8K | – | 1654 |
|
|
2024
Q1 | $78.8K | Buy |
+1,841
| New | +$78.8K | ﹤0.01% | 939 |
|
|
2022
Q4 | $50K | Buy |
+1,315
| New | +$50K | ﹤0.01% | 988 |
|