Fidelity Investments’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 | $178K | Buy |
3,867
+918
| +31% | +$42.3K | ﹤0.01% | 3351 |
|
|
2025
Q1 | $129K | Buy |
2,949
+1,383
| +88% | +$60.7K | ﹤0.01% | 3446 |
|
|
2024
Q4 | $68K | Buy |
+1,566
| New | +$68K | ﹤0.01% | 3698 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$43 | – | 5349 |
|
|
2024
Q1 | $43 | Hold |
1
| – | – | ﹤0.01% | 5054 |
|
|
2023
Q4 | $42 | Sell |
1
-246
| -100% | -$10.3K | ﹤0.01% | 5051 |
|
|
2023
Q3 | $9.62K | Buy |
247
+1
| +0.4% | +$39 | ﹤0.01% | 4123 |
|
|
2023
Q2 | $9.94K | Sell |
246
-1
| -0.4% | -$40 | ﹤0.01% | 4142 |
|
|
2023
Q1 | $9.85K | Sell |
247
-121
| -33% | -$4.82K | ﹤0.01% | 4137 |
|
|
2022
Q4 | $14K | Sell |
368
-1
| -0.3% | -$38 | ﹤0.01% | 3901 |
|
|
2022
Q3 | $13K | Sell |
369
-120
| -25% | -$4.23K | ﹤0.01% | 3984 |
|
|
2022
Q2 | $19K | Sell |
489
-909
| -65% | -$35.3K | ﹤0.01% | 3891 |
|
|
2022
Q1 | $60K | Sell |
1,398
-364
| -21% | -$15.6K | ﹤0.01% | 3610 |
|
|
2021
Q4 | $80K | Buy |
1,762
+10
| +0.6% | +$454 | ﹤0.01% | 3134 |
|
|
2021
Q3 | $78K | Buy |
1,752
+2
| +0.1% | +$89 | ﹤0.01% | 3124 |
|
|
2021
Q2 | $79K | Buy |
1,750
+5
| +0.3% | +$226 | ﹤0.01% | 3073 |
|
|
2021
Q1 | $76K | Buy |
1,745
+471
| +37% | +$20.5K | ﹤0.01% | 2961 |
|
|
2020
Q4 | $55K | Buy |
+1,274
| New | +$55K | ﹤0.01% | 2980 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 3552 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3592 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3754 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | – | – | 3751 |
|
|
2019
Q2 | $0 | Buy |
6
+5
| +500% | – | ﹤0.01% | 3713 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3582 |
|
|
2018
Q4 | $0 | Sell |
1
-228
| -100% | – | ﹤0.01% | 3502 |
|
|
2018
Q3 | $9K | Buy |
+229
| New | +$9K | ﹤0.01% | 3145 |
|
|
2016
Q3 | – | Sell |
-8,570
| Closed | -$301K | – | 2648 |
|
|
2016
Q2 | $301K | Buy |
+8,570
| New | +$301K | ﹤0.01% | 2592 |
|