First Ascent Asset 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
2023
Q4
$468K Buy
2023
Q3
$433K Buy
2023
Q2
$416K Buy
2023
Q1
$341K Buy
2022
Q4
$305K Buy
2022
Q3
$224K Buy
2022
Q2
$225K Buy
2022
Q1
$209K Sell
2021
Q4
$269K Sell
2021
Q3
$636K Buy
2021
Q2
$207K Buy