Independent Wealth Network’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
2022 Q1	–	Sell	-5,563	Closed	-$253K	–	202
2021 Q4	$253K	Buy	5,563 +302	+6%	+$13.7K	0.16%	161
2021 Q3	$240K	Buy	+5,261	New	+$240K	0.16%	165