Founders Financial Alliance’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 | $90.1K | Hold |
1,958
| – | – | 0.02% | 355 |
|
|
2025
Q1 | $85.9K | Sell |
1,958
-3
| -0.2% | -$132 | 0.02% | 396 |
|
|
2024
Q4 | $85.2K | Sell |
1,961
-1,034
| -35% | -$44.9K | 0.02% | 337 |
|
|
2024
Q3 | $135K | Sell |
2,995
-132
| -4% | -$5.96K | 0.04% | 309 |
|
|
2024
Q2 | $135K | Sell |
3,127
-362
| -10% | -$15.6K | 0.04% | 299 |
|
|
2024
Q1 | $149K | Sell |
3,489
-2,349
| -40% | -$101K | 0.04% | 292 |
|
|
2023
Q4 | $242K | Hold |
5,838
| – | – | 0.09% | 209 |
|
|
2023
Q3 | $227K | Hold |
5,838
| – | – | 0.1% | 201 |
|
|
2023
Q2 | $236K | Hold |
5,838
| – | – | 0.09% | 229 |
|
|
2023
Q1 | $233K | Hold |
5,838
| – | – | 0.12% | 183 |
|
|
2022
Q4 | $222K | Sell |
5,838
-1,000
| -15% | -$38K | 0.1% | 207 |
|
|
2022
Q3 | $250K | Hold |
6,838
| – | – | 0.13% | 177 |
|
|
2022
Q2 | $266K | Hold |
6,838
| – | – | 0.13% | 166 |
|
|
2022
Q1 | $294K | Hold |
6,838
| – | – | 0.13% | 157 |
|
|
2021
Q4 | $311K | Sell |
6,838
-350
| -5% | -$15.9K | 0.13% | 177 |
|
|
2021
Q3 | $322K | Hold |
7,188
| – | – | 0.15% | 150 |
|
|
2021
Q2 | $325K | Buy |
7,188
+350
| +5% | +$15.8K | 0.15% | 159 |
|
|
2021
Q1 | $302K | Buy |
6,838
+65
| +1% | +$2.87K | 0.15% | 159 |
|
|
2020
Q4 | $292K | Hold |
6,773
| – | – | 0.17% | 138 |
|
|
2020
Q3 | $278K | Buy |
+6,773
| New | +$278K | 0.17% | 118 |
|