Foundations Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $15.5M | Buy |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $685K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $377K | Buy |
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