Envestnet Asset Management’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
Q2 | $4.3M | Buy |
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|
2025
Q1 | $3.55M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $4.54M | Buy |
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|
2021
Q1 | $4.09M | Buy |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $898K | Buy |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $570K | Sell |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $387K | Buy |
|
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|
2018
Q1 | $352K | Buy |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $306K | Buy |
|
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|
2017
Q2 | $219K | Buy |
|
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $573K | Buy |
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|
2016
Q3 | $195K | Sell |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $285K | Sell |
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|
2015
Q4 | $939K | Buy |
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|
2015
Q3 | $161K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Sell |
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|
2014
Q3 | $23K | Buy |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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