First Heartland Consultants’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 | $262K | Hold |
7,641
| – | – | 0.02% | 419 |
|
|
2025
Q1 | $335K | Sell |
7,641
-999
| -12% | -$43.8K | 0.03% | 323 |
|
|
2024
Q4 | $375K | Sell |
8,640
-176
| -2% | -$7.65K | 0.04% | 296 |
|
|
2024
Q3 | $398K | Hold |
8,816
| – | – | 0.04% | 281 |
|
|
2024
Q2 | $379 | Hold |
8,816
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $377K | Sell |
8,816
-100
| -1% | -$4.28K | 0.04% | 292 |
|
|
2023
Q4 | $370K | Sell |
8,916
-100
| -1% | -$4.15K | 0.04% | 256 |
|
|
2023
Q3 | $351K | Hold |
9,016
| – | – | 0.04% | 264 |
|
|
2023
Q2 | $364K | Hold |
9,016
| – | – | 0.05% | 256 |
|
|
2023
Q1 | $359K | Sell |
9,016
-4,371
| -33% | -$174K | 0.05% | 249 |
|
|
2022
Q4 | $509K | Sell |
13,387
-275
| -2% | -$10.5K | 0.08% | 195 |
|
|
2022
Q3 | $500 | Buy |
13,662
+435
| +3% | +$16 | 0.04% | 184 |
|
|
2022
Q2 | $515K | Sell |
13,227
-1,000
| -7% | -$38.9K | 0.08% | 186 |
|
|
2022
Q1 | $611K | Hold |
14,227
| – | – | 0.09% | 161 |
|
|
2021
Q4 | $646 | Sell |
14,227
-187
| -1% | -$8 | 0.02% | 160 |
|
|
2021
Q3 | $645K | Buy |
14,414
+5,780
| +67% | +$259K | 0.1% | 165 |
|
|
2021
Q2 | $389K | Buy |
+8,634
| New | +$389K | 0.06% | 251 |
|
|
2020
Q3 | – | Sell |
-5,554
| Closed | -$221K | – | 299 |
|
|
2020
Q2 | $221K | Hold |
5,554
| – | – | 0.04% | 251 |
|
|
2020
Q1 | $204K | Sell |
5,554
-1,060
| -16% | -$38.9K | 0.05% | 228 |
|
|
2019
Q4 | $265K | Buy |
6,614
+1,335
| +25% | +$53.5K | 0.05% | 247 |
|
|
2019
Q3 | $207K | Buy |
5,279
+3
| +0.1% | +$118 | 0.04% | 275 |
|
|
2019
Q2 | $206K | Buy |
5,276
+1
| +0% | +$39 | 0.05% | 268 |
|
|
2019
Q1 | $201K | Buy |
+5,275
| New | +$201K | 0.06% | 268 |
|