Ellenbecker Investment Group’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 | $2.3M | Buy |
49,991
+597
| +1% | +$27.5K | 0.37% | 22 |
|
|
2025
Q1 | $2.17M | Buy |
49,394
+141
| +0.3% | +$6.19K | 0.39% | 25 |
|
|
2024
Q4 | $2.14M | Buy |
49,253
+9,685
| +24% | +$421K | 0.38% | 24 |
|
|
2024
Q3 | $1.78M | Buy |
39,568
+1,606
| +4% | +$72.4K | 0.34% | 31 |
|
|
2024
Q2 | $1.63M | Buy |
37,962
+10,621
| +39% | +$457K | 0.33% | 30 |
|
|
2024
Q1 | $1.17M | Buy |
27,341
+2,672
| +11% | +$114K | 0.25% | 36 |
|
|
2023
Q4 | $1.02M | Buy |
24,669
+6,877
| +39% | +$285K | 0.24% | 36 |
|
|
2023
Q3 | $692K | Buy |
17,792
+4,882
| +38% | +$190K | 0.18% | 50 |
|
|
2023
Q2 | $521K | Buy |
12,910
+21
| +0.2% | +$847 | 0.13% | 54 |
|
|
2023
Q1 | $513K | Buy |
12,889
+630
| +5% | +$25.1K | 0.14% | 54 |
|
|
2022
Q4 | $465K | Sell |
12,259
-3,690
| -23% | -$140K | 0.14% | 52 |
|
|
2022
Q3 | $583K | Buy |
15,949
+148
| +0.9% | +$5.41K | 0.18% | 40 |
|
|
2022
Q2 | $615K | Buy |
15,801
+2,094
| +15% | +$81.5K | 0.19% | 39 |
|
|
2022
Q1 | $589K | Buy |
13,707
+2,319
| +20% | +$99.6K | 0.17% | 39 |
|
|
2021
Q4 | $517K | Buy |
+11,388
| New | +$517K | 0.14% | 43 |
|