Insigneo 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	$1.28M	Buy	27,882 +24	+0.1%	+$1.11K	0.11%	160
2025 Q1	$1.22M	Sell	27,858 -148	-0.5%	-$6.49K	0.13%	147
2024 Q4	$1.22M	Buy	28,006 +1,006	+4%	+$43.7K	0.13%	147
2024 Q3	$1.22M	Hold	27,000	–	–	0.12%	158
2024 Q2	$1.16M	Buy	+27,000	New	+$1.16M	0.13%	151