Dynamic Advisor Solutions’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 | $275K | Buy |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $699K | Sell |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $903K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $981K | Buy |
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|
2019
Q2 | $903K | Buy |
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|
2019
Q1 | $534K | Sell |
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|
2018
Q4 | $524K | Sell |
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|
2018
Q3 | $601K | Sell |
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|
2018
Q2 | $638K | Buy |
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|
2018
Q1 | $477K | Buy |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $480K | Buy |
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