Creative Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Buy |
|
|||||
|
2025
Q2 | $286K | Buy |
|
|||||
|
2025
Q1 | $217K | Sell |
|
|||||
|
2024
Q4 | $230K | Sell |
|
|||||
|
2024
Q3 | $311K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $328K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $394K | Buy |
|
|||||
|
2017
Q1 | $21K | Hold |
|
|||||
|
2016
Q4 | $20K | Sell |
|
|||||
|
2016
Q3 | $37K | Buy |
|
|||||
|
2016
Q2 | $36K | Sell |
|
|||||
|
2016
Q1 | $46K | Buy |
|
|||||
|
2015
Q4 | $44K | Sell |
|
|||||
|
2015
Q3 | $60K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $60K | Buy |
|
|||||
|
2014
Q4 | $47K | Hold |
|
|||||
|
2014
Q3 | $47K | Buy |
|
|||||
|
2014
Q2 | $25K | Buy |
|
|||||
|
2014
Q1 | $21K | Hold |
|
|||||
|
2013
Q4 | $20K | Buy |
|
|||||
|
2013
Q3 | $11K | Buy |
|
|||||
|
2013
Q2 | $2K | Buy |
|