Gould Capital’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	–	Sell	-95	Closed	-$4.37K	–	215
2025 Q2	$4.37K	Sell	95 -1,575	-94%	-$69.6K	﹤0.01%	167
2025 Q1	$73.3K	Hold	1,670	–	–	0.05%	66
2024 Q4	$72.5K	Buy	1,670 +300	+22%	+$13.3K	0.05%	68
2024 Q3	$61.8K	Sell	1,370 -20	-1%	-$877	0.04%	77
2024 Q2	$59.8K	Sell	1,390 -50	-3%	-$2.12K	0.04%	80
2024 Q1	$61.6K	Sell	1,440 -49	-3%	-$2.05K	0.04%	77
2023 Q4	$61.8K	Sell	1,489 -55	-4%	-$2.18K	0.05%	75
2023 Q3	$59.7K	Sell	1,544 -1,155	-43%	-$46.2K	0.05%	71
2023 Q2	$109K	Sell	2,699 -37	-1%	-$1.48K	0.08%	55
2023 Q1	$109K	Buy	2,736 +1,006	+58%	+$39.5K	0.08%	56
2022 Q4	$65.8K	Buy	1,730 +68	+4%	+$2.58K	0.05%	74
2022 Q3	$61K	Buy	1,662 +12	+0.7%	+$470	0.05%	69
2022 Q2	$64K	Buy	1,650 +505	+44%	+$20.4K	0.05%	70
2022 Q1	$49K	Hold	1,145	–	–	0.04%	77
2021 Q4	$52K	Buy	+1,145	New	+$51.9K	0.04%	83