Heirloom Wealth Management’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 | $439K | Buy |
9,528
+981
| +11% | +$45.2K | 0.12% | 34 |
|
|
2025
Q1 | $375K | Sell |
8,547
-3,303
| -28% | -$145K | 0.11% | 33 |
|
|
2024
Q4 | $515K | Buy |
11,850
+3,910
| +49% | +$170K | 0.15% | 31 |
|
|
2024
Q3 | $358K | Sell |
7,940
-441
| -5% | -$19.9K | 0.11% | 35 |
|
|
2024
Q2 | $360K | Sell |
8,381
-1,546
| -16% | -$66.5K | 0.12% | 37 |
|
|
2024
Q1 | $425K | Sell |
9,927
-646
| -6% | -$27.6K | 0.14% | 37 |
|
|
2023
Q4 | $439K | Buy |
10,573
+1,116
| +12% | +$46.3K | 0.17% | 38 |
|
|
2023
Q3 | $368K | Sell |
9,457
-845
| -8% | -$32.9K | 0.16% | 40 |
|
|
2023
Q2 | $416K | Sell |
10,302
-1,465
| -12% | -$59.2K | 0.18% | 42 |
|
|
2023
Q1 | $469K | Buy |
11,767
+4,385
| +59% | +$175K | 0.22% | 36 |
|
|
2022
Q4 | $281K | Buy |
+7,382
| New | +$281K | 0.17% | 43 |
|