Harbour Investments’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 | $1.06M | Buy |
22,970
+5,103
| +29% | +$235K | 0.03% | 510 |
|
|
2025
Q1 | $784K | Sell |
17,867
-8,926
| -33% | -$392K | 0.02% | 561 |
|
|
2024
Q4 | $1.16M | Sell |
26,793
-1,095
| -4% | -$47.6K | 0.03% | 429 |
|
|
2024
Q3 | $1.26M | Sell |
27,888
-1,627
| -6% | -$73.4K | 0.04% | 398 |
|
|
2024
Q2 | $1.27M | Sell |
29,515
-131
| -0.4% | -$5.63K | 0.04% | 361 |
|
|
2024
Q1 | $1.27M | Buy |
29,646
+4
| +0% | +$171 | 0.04% | 357 |
|
|
2023
Q4 | $1.23M | Buy |
29,642
+3,207
| +12% | +$133K | 0.05% | 314 |
|
|
2023
Q3 | $1.03M | Sell |
26,435
-38
| -0.1% | -$1.48K | 0.05% | 320 |
|
|
2023
Q2 | $1.07M | Sell |
26,473
-481
| -2% | -$19.4K | 0.05% | 321 |
|
|
2023
Q1 | $1.07M | Buy |
26,954
+6,544
| +32% | +$261K | 0.06% | 306 |
|
|
2022
Q4 | $776K | Sell |
20,410
-2,044
| -9% | -$77.7K | 0.05% | 353 |
|
|
2022
Q3 | $875K | Hold |
22,454
| – | – | 0.06% | 309 |
|
|
2022
Q2 | $875K | Buy |
+22,454
| New | +$875K | 0.06% | 309 |
|
|
2021
Q4 | $1.13M | Sell |
24,784
-7,826
| -24% | -$356K | 0.07% | 275 |
|
|
2021
Q3 | $1.46M | Buy |
32,610
+1,139
| +4% | +$51K | 0.05% | 362 |
|
|
2021
Q2 | $1.42M | Sell |
31,471
-28
| -0.1% | -$1.26K | 0.05% | 375 |
|
|
2021
Q1 | $1.37M | Buy |
+31,499
| New | +$1.37M | 0.05% | 334 |
|