Estate Counselors’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 | $245K | Hold |
5,325
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $234K | Sell |
5,325
-830
| -13% | -$36.4K | 0.02% | 90 |
|
|
2024
Q4 | $267K | Sell |
6,155
-565
| -8% | -$24.5K | 0.03% | 92 |
|
|
2024
Q3 | $303K | Sell |
6,720
-300
| -4% | -$13.5K | 0.03% | 100 |
|
|
2024
Q2 | $302K | Sell |
7,020
-130
| -2% | -$5.59K | 0.03% | 103 |
|
|
2024
Q1 | $306K | Buy |
+7,150
| New | +$306K | 0.04% | 105 |
|