Elevation Wealth Partners’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
$13.1K Buy
284
+2
+0.7% +$92 0.01% 351
2025
Q1
$12.4K Buy
+282
New +$12.4K 0.01% 352