Creative Planning’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 | $286K | Buy |
6,202
+1,258
| +25% | +$57.9K | ﹤0.01% | 2930 |
|
|
2025
Q1 | $217K | Sell |
4,944
-358
| -7% | -$15.7K | ﹤0.01% | 2989 |
|
|
2024
Q4 | $230K | Sell |
5,302
-1,582
| -23% | -$68.7K | ﹤0.01% | 2863 |
|
|
2024
Q3 | $311K | Buy |
+6,884
| New | +$311K | ﹤0.01% | 2491 |
|
|
2019
Q1 | – | Sell |
-9,193
| Closed | -$328K | – | 1850 |
|
|
2018
Q4 | $328K | Buy |
+9,193
| New | +$328K | ﹤0.01% | 1176 |
|
|
2017
Q3 | – | Sell |
-10,570
| Closed | -$394K | – | 1935 |
|
|
2017
Q2 | $394K | Buy |
10,570
+10,000
| +1,754% | +$373K | ﹤0.01% | 1135 |
|
|
2017
Q1 | $21K | Hold |
570
| – | – | ﹤0.01% | 3055 |
|
|
2016
Q4 | $20K | Sell |
570
-465
| -45% | -$16.3K | ﹤0.01% | 3036 |
|
|
2016
Q3 | $37K | Buy |
1,035
+11
| +1% | +$393 | ﹤0.01% | 2566 |
|
|
2016
Q2 | $36K | Sell |
1,024
-287
| -22% | -$10.1K | ﹤0.01% | 2344 |
|
|
2016
Q1 | $46K | Buy |
1,311
+27
| +2% | +$947 | ﹤0.01% | 2141 |
|
|
2015
Q4 | $44K | Sell |
1,284
-494
| -28% | -$16.9K | ﹤0.01% | 2181 |
|
|
2015
Q3 | $60K | Buy |
+1,778
| New | +$60K | ﹤0.01% | 1896 |
|
|
2015
Q2 | – | Sell |
-1,692
| Closed | -$60K | – | 1146 |
|
|
2015
Q1 | $60K | Buy |
1,692
+357
| +27% | +$12.7K | ﹤0.01% | 1874 |
|
|
2014
Q4 | $47K | Hold |
1,335
| – | – | ﹤0.01% | 2023 |
|
|
2014
Q3 | $47K | Buy |
1,335
+630
| +89% | +$22.2K | ﹤0.01% | 1945 |
|
|
2014
Q2 | $25K | Buy |
705
+112
| +19% | +$3.97K | ﹤0.01% | 2321 |
|
|
2014
Q1 | $21K | Hold |
593
| – | – | ﹤0.01% | 2301 |
|
|
2013
Q4 | $20K | Buy |
593
+251
| +73% | +$8.47K | ﹤0.01% | 2177 |
|
|
2013
Q3 | $11K | Buy |
342
+272
| +389% | +$8.75K | ﹤0.01% | 2396 |
|
|
2013
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 2807 |
|