HighTower Advisors’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
Q2 | $893K | Sell |
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|
2025
Q1 | $858K | Buy |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $269K | Buy |
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|
2018
Q1 | $272K | Buy |
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|
2017
Q4 | $262K | Buy |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $224K | Sell |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | $231K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $419K | Buy |
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