IFP 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 | $18.9K | Hold |
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|
2025
Q1 | $18K | Hold |
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|
2024
Q4 | $17.9K | Hold |
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|
2024
Q3 | $18.5K | Hold |
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|
2024
Q2 | $17.7K | Buy |
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|
2024
Q1 | $6.89K | Sell |
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|
2023
Q4 | $9.8K | Sell |
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $527K | Hold |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $137K | Sell |
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|
2019
Q3 | $182K | Buy |
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|
2019
Q1 | $161K | Sell |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $492K | Buy |
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|
2018
Q2 | $482K | Sell |
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|
2018
Q1 | $529K | Hold |
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|
2017
Q4 | $529K | Sell |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | $649K | Buy |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $537K | Buy |
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|
2016
Q3 | $487K | Buy |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $161K | Sell |
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|
2015
Q4 | $380K | Buy |
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