HUB Investment Partners’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 | $12.9M | Buy |
280,175
+6,346
| +2% | +$292K | 0.43% | 55 |
|
|
2025
Q1 | $12M | Buy |
273,829
+19,136
| +8% | +$840K | 0.48% | 55 |
|
|
2024
Q4 | $11.1M | Buy |
254,693
+22,257
| +10% | +$967K | 0.46% | 58 |
|
|
2024
Q3 | $10.5M | Buy |
232,436
+10,074
| +5% | +$454K | 0.46% | 60 |
|
|
2024
Q2 | $9.56M | Buy |
222,362
+217,589
| +4,559% | +$9.36M | 0.36% | 60 |
|
|
2024
Q1 | $204K | Buy |
+4,773
| New | +$204K | 0.01% | 421 |
|