Fort Henry Capital’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 | $1.01M | Buy |
22,006
+15
| +0.1% | +$691 | 0.68% | 13 |
|
|
2025
Q1 | $965K | Sell |
21,991
-1,960
| -8% | -$86K | 0.69% | 13 |
|
|
2024
Q4 | $1.04M | Buy |
23,951
+340
| +1% | +$14.8K | 0.74% | 13 |
|
|
2024
Q3 | $1.07M | Sell |
23,611
-152
| -0.6% | -$6.86K | 0.72% | 13 |
|
|
2024
Q2 | $1.02M | Sell |
23,763
-842
| -3% | -$36.2K | 0.74% | 13 |
|
|
2024
Q1 | $1.05M | Buy |
24,605
+119
| +0.5% | +$5.09K | 0.78% | 13 |
|
|
2023
Q4 | $1.02M | Buy |
24,486
+118
| +0.5% | +$4.9K | 0.79% | 12 |
|
|
2023
Q3 | $949K | Sell |
24,368
-95
| -0.4% | -$3.7K | 0.81% | 12 |
|
|
2023
Q2 | $989K | Sell |
24,463
-157
| -0.6% | -$6.34K | 0.8% | 12 |
|
|
2023
Q1 | $981K | Buy |
24,620
+63
| +0.3% | +$2.51K | 0.82% | 11 |
|
|
2022
Q4 | $933K | Buy |
24,557
+118
| +0.5% | +$4.49K | 0.84% | 11 |
|
|
2022
Q3 | $895K | Sell |
24,439
-2,187
| -8% | -$80.1K | 0.87% | 11 |
|
|
2022
Q2 | $1.04M | Sell |
26,626
-334
| -1% | -$13K | 0.97% | 10 |
|
|
2022
Q1 | $1.16M | Sell |
26,960
-1,289
| -5% | -$55.4K | 1% | 10 |
|
|
2021
Q4 | $1.28M | Sell |
28,249
-911
| -3% | -$41.4K | 1.07% | 9 |
|
|
2021
Q3 | $1.31M | Sell |
29,160
-380
| -1% | -$17K | 1.15% | 8 |
|
|
2021
Q2 | $1.33M | Sell |
29,540
-190
| -0.6% | -$8.56K | 1.17% | 8 |
|
|
2021
Q1 | $1.3M | Sell |
29,730
-613
| -2% | -$26.7K | 1.23% | 8 |
|
|
2020
Q4 | $1.31M | Buy |
+30,343
| New | +$1.31M | 1.31% | 8 |
|