Founders Financial Alliance’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
Q3 | $93.2K | Hold |
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|
2025
Q2 | $90.1K | Hold |
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|
2025
Q1 | $85.9K | Sell |
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|
2024
Q4 | $85.2K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $278K | Buy |
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