GWN Securities’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	$713K	Sell	15,481 -1,458	-9%	-$67.1K	0.13%	161
2025 Q1	$743K	Buy	16,939 +8,406	+99%	+$369K	0.04%	354
2024 Q4	$371K	Buy	+8,533	New	+$371K	0.1%	202