Financial Advocates Investment 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
Q3 | $4.44M | Buy |
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|
2025
Q2 | $4.12M | Buy |
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|
2025
Q1 | $3.79M | Buy |
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|
2024
Q4 | $3.57M | Buy |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $7.48M | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $7.6M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $4.24M | Sell |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $4.37M | Buy |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $846K | Buy |
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|
2020
Q1 | $656K | Sell |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $450K | Sell |
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|
2018
Q3 | $544K | Sell |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | $514K | Sell |
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|
2017
Q4 | $525K | Buy |
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