Great Valley Advisor Group’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 Q1	–	Sell	-5,687	Closed	-$247K	–	874
2024 Q4	$247K	Sell	5,687 -4	-0.1%	-$174	0.01%	750
2024 Q3	$257K	Sell	5,691 -125	-2%	-$5.64K	0.01%	733
2024 Q2	$250K	Buy	+5,816	New	+$250K	0.01%	690