IMA Advisory Services’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	$498K	Buy	11,244 +1,857	+20%	+$82.3K	0.05%	146
2025 Q1	$394K	Sell	9,387 -15	-0.2%	-$630	0.05%	148
2024 Q4	$391K	Buy	+9,402	New	+$391K	0.05%	151