IHT Wealth Management’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 | $365K | Sell |
7,938
-599
| -7% | -$27.6K | 0.01% | 810 |
|
|
2025
Q1 | $375K | Sell |
8,537
-102
| -1% | -$4.48K | 0.01% | 772 |
|
|
2024
Q4 | $375K | Sell |
8,639
-6,484
| -43% | -$282K | 0.01% | 786 |
|
|
2024
Q3 | $682K | Buy |
15,123
+6,020
| +66% | +$271K | 0.02% | 618 |
|
|
2024
Q2 | $392K | Buy |
9,103
+1
| +0% | +$43 | 0.01% | 713 |
|
|
2024
Q1 | $389K | Sell |
9,102
-623
| -6% | -$26.7K | 0.02% | 713 |
|
|
2023
Q4 | $404K | Buy |
+9,725
| New | +$404K | 0.02% | 673 |
|
|
2021
Q4 | – | Sell |
-4,690
| Closed | -$210K | – | 807 |
|
|
2021
Q3 | $210K | Buy |
+4,690
| New | +$210K | 0.02% | 721 |
|
|
2018
Q2 | – | Sell |
-356
| Closed | -$13K | – | 460 |
|
|
2018
Q1 | $13K | Hold |
356
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q4 | $14K | Hold |
356
| – | – | ﹤0.01% | 1082 |
|
|
2017
Q3 | $13K | Sell |
356
-34,883
| -99% | -$1.27M | 0.01% | 878 |
|
|
2017
Q2 | $39 | Buy |
35,239
+34,868
| +9,398% | +$39 | 0.02% | 571 |
|
|
2017
Q1 | $17K | Buy |
371
+15
| +4% | +$687 | 0.01% | 694 |
|
|
2016
Q4 | $13K | Buy |
+356
| New | +$13K | 0.01% | 741 |
|