Focus Partners Wealth’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 | $3.76M | Buy |
81,764
+899
| +1% | +$41.4K | 0.01% | 755 |
|
|
2025
Q1 | $3.55M | Buy |
80,865
+47,544
| +143% | +$2.09M | 0.01% | 719 |
|
|
2024
Q4 | $1.45M | Buy |
+33,321
| New | +$1.45M | ﹤0.01% | 942 |
|
|
2024
Q3 | – | Sell |
-67,946
| Closed | -$2.94M | – | 1559 |
|
|
2024
Q2 | $2.94M | Buy |
67,946
+34,000
| +100% | +$1.47M | 0.01% | 594 |
|
|
2024
Q1 | $1.41M | Buy |
+33,946
| New | +$1.41M | 0.01% | 540 |
|