Empirical Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
5,538
-59
| -1% | -$2.72K | 0.08% | 280 |
|
|
2025
Q1 | $246K | Sell |
5,597
-23
| -0.4% | -$1.01K | 0.08% | 275 |
|
|
2024
Q4 | $244K | Buy |
5,620
+95
| +2% | +$4.13K | 0.08% | 262 |
|
|
2024
Q3 | $249K | Sell |
5,525
-50
| -0.9% | -$2.26K | 0.09% | 256 |
|
|
2024
Q2 | $240K | Buy |
+5,575
| New | +$240K | 0.09% | 288 |
|