Glass Jacobson Investment Advisors’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 | – | Sell |
-625
| Closed | -$27.2K | – | 577 |
|
|
2025
Q1 | $27.2K | Hold |
625
| – | – | 0.01% | 465 |
|
|
2024
Q4 | $27.2K | Hold |
625
| – | – | 0.01% | 465 |
|
|
2024
Q3 | $28.2K | Hold |
625
| – | – | 0.01% | 446 |
|
|
2024
Q2 | $26.9K | Hold |
625
| – | – | 0.01% | 436 |
|
|
2024
Q1 | $26.7K | Hold |
625
| – | – | 0.01% | 442 |
|
|
2023
Q4 | $25.9K | Hold |
625
| – | – | 0.01% | 417 |
|
|
2023
Q3 | $24.3K | Buy |
+625
| New | +$24.3K | 0.01% | 410 |
|