GeoWealth Management’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 | $763K | Sell |
16,584
-17,913
| -52% | -$825K | 0.03% | 311 |
|
|
2025
Q1 | $1.51M | Buy |
34,497
+1,191
| +4% | +$52.3K | 0.06% | 196 |
|
|
2024
Q4 | $1.45M | Buy |
33,306
+5,216
| +19% | +$227K | 0.05% | 224 |
|
|
2024
Q3 | $1.27M | Buy |
28,090
+1,528
| +6% | +$68.9K | 0.04% | 255 |
|
|
2024
Q2 | $1.14M | Buy |
26,562
+662
| +3% | +$28.5K | 0.05% | 241 |
|
|
2024
Q1 | $1.11M | Buy |
+25,900
| New | +$1.11M | 0.04% | 272 |
|
|
2023
Q3 | – | Sell |
-30,053
| Closed | -$1.21M | – | 486 |
|
|
2023
Q2 | $1.21M | Buy |
+30,053
| New | +$1.21M | 0.13% | 113 |
|
|
2023
Q1 | – | Sell |
-6,290
| Closed | -$239K | – | 387 |
|
|
2022
Q4 | $239K | Buy |
+6,290
| New | +$239K | 0.03% | 224 |
|
|
2022
Q2 | – | Sell |
-40,731
| Closed | -$1.75M | – | 335 |
|
|
2022
Q1 | $1.75M | Sell |
40,731
-164,004
| -80% | -$7.05M | 0.15% | 107 |
|
|
2021
Q4 | $9.31M | Buy |
+204,735
| New | +$9.31M | 0.76% | 36 |
|