Financial Enhancement 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 | $285K | Hold |
6,246
| – | – | 0.04% | 118 |
|
|
2025
Q1 | $268K | Sell |
6,246
-42,336
| -87% | -$1.81M | 0.04% | 106 |
|
|
2024
Q4 | $2.09M | Buy |
48,582
+27,738
| +133% | +$1.19M | 0.32% | 58 |
|
|
2024
Q3 | $828K | Sell |
20,844
-39,042
| -65% | -$1.55M | 0.16% | 84 |
|
|
2024
Q2 | $2.6M | Buy |
59,886
+35,570
| +146% | +$1.54M | 0.42% | 55 |
|
|
2024
Q1 | $1.01M | Buy |
24,316
+11,765
| +94% | +$491K | 0.17% | 79 |
|
|
2023
Q4 | $513K | Buy |
+12,551
| New | +$513K | 0.09% | 90 |
|
|
2023
Q3 | – | Sell |
-16,205
| Closed | -$652K | – | 118 |
|
|
2023
Q2 | $652K | Sell |
16,205
-4,639
| -22% | -$187K | 0.12% | 91 |
|
|
2023
Q1 | $828K | Buy |
+20,844
| New | +$828K | 0.16% | 84 |
|