Focus Partners Advisor Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
6,607
+10
| +0.2% | +$460 | ﹤0.01% | 858 |
|
|
2025
Q1 | $289K | Buy |
6,597
+1,788
| +37% | +$78.5K | ﹤0.01% | 766 |
|
|
2024
Q4 | $209K | Sell |
4,809
-2,282
| -32% | -$99.1K | ﹤0.01% | 722 |
|
|
2024
Q3 | $320K | Sell |
7,091
-54
| -0.8% | -$2.44K | 0.01% | 551 |
|
|
2024
Q2 | $307K | Buy |
+7,145
| New | +$307K | 0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-5,138
| Closed | -$205K | – | 380 |
|
|
2023
Q1 | $205K | Sell |
5,138
-163
| -3% | -$6.5K | 0.01% | 333 |
|
|
2022
Q4 | $202K | Buy |
+5,301
| New | +$202K | 0.02% | 322 |
|