Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
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|
2025
Q4 | $1.18M | Buy |
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|
2025
Q3 | $832K | Buy |
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|
2025
Q2 | $795K | Hold |
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|
2025
Q1 | $758K | Sell |
|
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $939K | Hold |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.05M | Sell |
|
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|
2023
Q3 | $993K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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