Eight 31 Financial’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 | $991K | Buy |
21,517
+231
| +1% | +$10.6K | 0.65% | 30 |
|
|
2025
Q1 | $934K | Sell |
21,286
-93,928
| -82% | -$4.12M | 0.6% | 31 |
|
|
2024
Q4 | $5M | Sell |
115,214
-616
| -0.5% | -$26.8K | 3.76% | 6 |
|
|
2024
Q3 | $5.23M | Buy |
115,830
+2,305
| +2% | +$104K | 4.02% | 7 |
|
|
2024
Q2 | $4.88M | Buy |
113,525
+97,634
| +614% | +$4.2M | 3.72% | 6 |
|
|
2024
Q1 | $680K | Buy |
15,891
+7,763
| +96% | +$332K | 0.42% | 50 |
|
|
2023
Q4 | $337K | Buy |
+8,128
| New | +$337K | 0.21% | 69 |
|