Foundations Investment Advisors’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 | $23.2M | Buy |
502,887
+75,933
| +18% | +$3.5M | 0.37% | 67 |
|
|
2025
Q1 | $18.7M | Buy |
426,954
+69,958
| +20% | +$3.07M | 0.35% | 69 |
|
|
2024
Q4 | $15.5M | Buy |
356,996
+52,973
| +17% | +$2.3M | 0.3% | 77 |
|
|
2024
Q3 | $13.7M | Buy |
304,023
+30,870
| +11% | +$1.39M | 0.29% | 79 |
|
|
2024
Q2 | $11.7M | Buy |
+273,153
| New | +$11.7M | 0.29% | 77 |
|
|
2024
Q1 | – | Sell |
-19,612
| Closed | -$820K | – | 704 |
|
|
2023
Q4 | $820K | Buy |
19,612
+2,017
| +11% | +$84.3K | 0.02% | 342 |
|
|
2023
Q3 | $685K | Buy |
+17,595
| New | +$685K | 0.02% | 336 |
|
|
2021
Q3 | – | Sell |
-4,799
| Closed | -$217K | – | 314 |
|
|
2021
Q2 | $217K | Hold |
4,799
| – | – | 0.01% | 275 |
|
|
2021
Q1 | $211K | Buy |
+4,799
| New | +$211K | 0.01% | 209 |
|
|
2020
Q3 | – | Sell |
-5,140
| Closed | -$205K | – | 168 |
|
|
2020
Q2 | $205K | Buy |
+5,140
| New | +$205K | 0.02% | 159 |
|
|
2019
Q3 | – | Sell |
-41,625
| Closed | -$1.63M | – | 133 |
|
|
2019
Q2 | $1.63M | Sell |
41,625
-94
| -0.2% | -$3.67K | 0.24% | 36 |
|
|
2019
Q1 | $1.59M | Buy |
41,719
+9,690
| +30% | +$369K | 0.28% | 24 |
|
|
2018
Q4 | $1.19M | Buy |
32,029
+22,066
| +221% | +$820K | 0.25% | 26 |
|
|
2018
Q3 | $377K | Buy |
+9,963
| New | +$377K | 0.09% | 74 |
|