First Heartland Consultants’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 | $411K | Buy |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $379 | Hold |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $500 | Buy |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $611K | Hold |
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|
2021
Q4 | $646 | Sell |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2019
Q1 | $201K | Buy |
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