Farther Finance Advisors’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 | $89.2K | Buy |
1,937
+891
| +85% | +$41K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $46K | Sell |
1,046
-126
| -11% | -$5.54K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $50.9K | Buy |
1,172
+992
| +551% | +$43.1K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $8.13K | Sell |
180
-1
| -0.6% | -$45 | ﹤0.01% | 2444 |
|
|
2024
Q2 | $7.78K | Hold |
181
| – | – | ﹤0.01% | 2176 |
|
|
2024
Q1 | $7.7K | Buy |
181
+72
| +66% | +$3.06K | ﹤0.01% | 1869 |
|
|
2023
Q4 | $4.54K | Buy |
+109
| New | +$4.54K | ﹤0.01% | 2014 |
|