IHT Wealth Management’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 | $365K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $404K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $13K | Sell |
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|
2017
Q2 | $39 | Buy |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $13K | Buy |
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