Eight 31 Financial’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
$1.01M Sell
2025
Q2
$991K Buy
2025
Q1
$934K Sell
2024
Q4
$5M Sell
2024
Q3
$5.23M Buy
2024
Q2
$4.88M Buy
2024
Q1
$680K Buy
2023
Q4
$337K Buy