IFP Advisors’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 | $18.9K | Hold |
411
| – | – | ﹤0.01% | 2578 |
|
|
2025
Q1 | $18K | Hold |
411
| – | – | ﹤0.01% | 2331 |
|
|
2024
Q4 | $17.9K | Hold |
411
| – | – | ﹤0.01% | 2300 |
|
|
2024
Q3 | $18.5K | Hold |
411
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q2 | $17.7K | Buy |
411
+250
| +155% | +$10.8K | ﹤0.01% | 2136 |
|
|
2024
Q1 | $6.89K | Sell |
161
-75
| -32% | -$3.21K | ﹤0.01% | 2365 |
|
|
2023
Q4 | $9.8K | Sell |
236
-15,534
| -99% | -$645K | ﹤0.01% | 2194 |
|
|
2023
Q3 | $614K | Sell |
15,770
-652
| -4% | -$25.4K | 0.03% | 526 |
|
|
2023
Q2 | $664K | Buy |
16,422
+3,677
| +29% | +$149K | 0.03% | 551 |
|
|
2023
Q1 | $481K | Sell |
12,745
-2,165
| -15% | -$81.7K | 0.02% | 620 |
|
|
2022
Q4 | $567K | Sell |
14,910
-714
| -5% | -$27.2K | 0.02% | 842 |
|
|
2022
Q3 | $595K | Buy |
15,624
+1,739
| +13% | +$66.2K | 0.02% | 843 |
|
|
2022
Q2 | $527K | Hold |
13,885
| – | – | 0.02% | 824 |
|
|
2022
Q1 | $527K | Buy |
13,885
+2,391
| +21% | +$90.8K | 0.02% | 824 |
|
|
2021
Q4 | $524K | Buy |
11,494
+1,972
| +21% | +$89.9K | 0.01% | 566 |
|
|
2021
Q3 | $427K | Sell |
9,522
-7,185
| -43% | -$322K | 0.01% | 612 |
|
|
2021
Q2 | $752K | Buy |
16,707
+8,567
| +105% | +$386K | 0.02% | 441 |
|
|
2021
Q1 | $354K | Buy |
8,140
+1,507
| +23% | +$65.5K | 0.01% | 621 |
|
|
2020
Q4 | $285K | Buy |
6,633
+579
| +10% | +$24.9K | 0.01% | 680 |
|
|
2020
Q3 | $249K | Buy |
6,054
+543
| +10% | +$22.3K | 0.01% | 629 |
|
|
2020
Q2 | $219K | Buy |
5,511
+1,789
| +48% | +$71.1K | 0.02% | 631 |
|
|
2020
Q1 | $139K | Buy |
3,722
+266
| +8% | +$9.93K | 0.01% | 702 |
|
|
2019
Q4 | $137K | Sell |
3,456
-1,192
| -26% | -$47.3K | 0.01% | 787 |
|
|
2019
Q3 | $182K | Buy |
+4,648
| New | +$182K | 0.01% | 803 |
|
|
2019
Q1 | $161K | Sell |
4,187
-5,533
| -57% | -$213K | 0.02% | 529 |
|
|
2018
Q4 | $346K | Sell |
9,720
-3,269
| -25% | -$116K | 0.02% | 660 |
|
|
2018
Q3 | $492K | Buy |
12,989
+152
| +1% | +$5.76K | 0.02% | 661 |
|
|
2018
Q2 | $482K | Sell |
12,837
-1,078
| -8% | -$40.5K | 0.02% | 669 |
|
|
2018
Q1 | $529K | Hold |
13,915
| – | – | 0.02% | 602 |
|
|
2017
Q4 | $529K | Sell |
13,915
-3,809
| -21% | -$145K | 0.02% | 602 |
|
|
2017
Q3 | $673K | Buy |
17,724
+309
| +2% | +$11.7K | 0.03% | 574 |
|
|
2017
Q2 | $649K | Buy |
17,415
+852
| +5% | +$31.8K | 0.03% | 572 |
|
|
2017
Q1 | $602K | Buy |
16,563
+1,333
| +9% | +$48.4K | 0.03% | 593 |
|
|
2016
Q4 | $537K | Buy |
15,230
+1,742
| +13% | +$61.4K | 0.03% | 588 |
|
|
2016
Q3 | $487K | Buy |
13,488
+247
| +2% | +$8.92K | 0.03% | 572 |
|
|
2016
Q2 | $467K | Buy |
13,241
+9,054
| +216% | +$319K | 0.03% | 567 |
|
|
2016
Q1 | $161K | Sell |
4,187
-6,960
| -62% | -$268K | 0.02% | 529 |
|
|
2015
Q4 | $380K | Buy |
+11,147
| New | +$380K | 0.03% | 566 |
|