Financial Advocates Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Financial Advocates Investment Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.12M	Buy	89,455 +2,983	+3%	+$137K	0.34%	68
2025 Q1	$3.79M	Buy	86,472 +4,399	+5%	+$193K	0.27%	81
2024 Q4	$3.57M	Buy	82,073 +21,199	+35%	+$921K	0.2%	110
2024 Q3	$2.76M	Sell	60,874 -14	-0%	-$635	0.16%	139
2024 Q2	$2.62M	Buy	60,888 +1,030	+2%	+$44.3K	0.16%	141
2024 Q1	$2.57M	Buy	59,858 +3,203	+6%	+$137K	0.15%	154
2023 Q4	$2.36M	Sell	56,655 -40,124	-41%	-$1.67M	0.15%	151
2023 Q3	$5.25M	Buy	96,779 +64,068	+196%	+$3.48M	0.38%	68
2023 Q2	$7.48M	Buy	32,711 +17,248	+112%	+$3.94M	0.53%	41
2023 Q1	$616K	Sell	15,463 -8,460	-35%	-$337K	0.04%	377
2022 Q4	$7.6M	Buy	+23,923	New	+$7.6M	0.57%	33
2022 Q3	–	Sell	-6,156	Closed	-$240K	–	747
2022 Q2	$240K	Sell	6,156 -92,524	-94%	-$3.61M	0.02%	565
2022 Q1	$4.24M	Sell	98,680 -450	-0.5%	-$19.3K	0.28%	86
2021 Q4	$4.51M	Buy	99,130 +1,495	+2%	+$68K	0.28%	84
2021 Q3	$4.37M	Buy	97,635 +3,324	+4%	+$149K	0.3%	81
2021 Q2	$4.25M	Buy	94,311 +24,386	+35%	+$1.1M	0.28%	73
2021 Q1	$3.11M	Buy	69,925 +33,269	+91%	+$1.48M	0.22%	98
2020 Q4	$1.59M	Buy	36,656 +10,961	+43%	+$475K	0.11%	214
2020 Q3	$2.02M	Buy	25,695 +4,474	+21%	+$351K	0.17%	120
2020 Q2	$846K	Buy	21,221 +3,351	+19%	+$134K	0.08%	260
2020 Q1	$656K	Sell	17,870 -280	-2%	-$10.3K	0.09%	230
2019 Q4	$729K	Buy	18,150 +536	+3%	+$21.5K	0.08%	250
2019 Q3	$692K	Buy	17,614 +6,941	+65%	+$273K	0.08%	237
2019 Q2	$416K	Sell	10,673 -1,905	-15%	-$74.3K	0.05%	317
2019 Q1	$479K	Sell	12,578 -27	-0.2%	-$1.03K	0.06%	279
2018 Q4	$450K	Sell	12,605 -1,750	-12%	-$62.5K	0.06%	264
2018 Q3	$544K	Sell	14,355 -92	-0.6%	-$3.49K	0.06%	270
2018 Q2	$541K	Buy	14,447 +826	+6%	+$30.9K	0.07%	259
2018 Q1	$514K	Sell	13,621 -179	-1%	-$6.76K	0.07%	253
2017 Q4	$525K	Buy	+13,800	New	+$525K	0.07%	249