Gladstone Institutional Advisory’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	$377K	Sell	8,193 -1,558	-16%	-$71.7K	0.02%	567
2025 Q1	$428K	Buy	9,751 +304	+3%	+$13.3K	0.02%	504
2024 Q4	$410K	Buy	+9,447	New	+$410K	0.02%	517