CX Institutional’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 | $11K | Hold |
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|
2025
Q2 | $11K | Hold |
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|
2025
Q1 | $10K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $633K | Buy |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | $175K | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $236K | Buy |
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