Cornerstone Planning Group’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 | $188K | Sell |
4,081
-346
| -8% | -$15.9K | 0.04% | 91 |
|
|
2025
Q1 | $190K | Buy |
4,427
+529
| +14% | +$22.8K | 0.05% | 88 |
|
|
2024
Q4 | $171K | Buy |
3,898
+707
| +22% | +$31.1K | 0.04% | 80 |
|
|
2024
Q3 | $141K | Buy |
3,191
+33
| +1% | +$1.46K | 0.04% | 94 |
|
|
2024
Q2 | $135K | Sell |
3,158
-731
| -19% | -$31.3K | 0.04% | 113 |
|
|
2024
Q1 | $163K | Buy |
3,889
+342
| +10% | +$14.4K | 0.05% | 85 |
|
|
2023
Q4 | $147K | Buy |
3,547
+676
| +24% | +$28.1K | 0.05% | 94 |
|
|
2023
Q3 | $112K | Buy |
2,871
+169
| +6% | +$6.58K | 0.04% | 111 |
|
|
2023
Q2 | $109K | Buy |
+2,702
| New | +$109K | 0.04% | 125 |
|
|
2022
Q4 | $98.6K | Buy |
+2,498
| New | +$98.6K | 0.04% | 159 |
|