Fiduciary Financial Group’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	$226K	Buy	4,914 +26	+0.5%	+$1.2K	0.04%	273
2025 Q1	$206K	Buy	4,888 +22	+0.5%	+$928	0.04%	274
2024 Q4	$209K	Sell	4,866 -298	-6%	-$12.8K	0.05%	267
2024 Q3	$230K	Buy	5,164 +561	+12%	+$24.9K	0.05%	240
2024 Q2	$201K	Buy	+4,603	New	+$201K	0.05%	250