Integrated Wealth Concepts’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 | $889K | Buy |
19,319
+12,184
| +171% | +$561K | 0.01% | 990 |
|
|
2025
Q1 | $313K | Sell |
7,135
-3,614
| -34% | -$159K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $467K | Buy |
10,749
+954
| +10% | +$41.4K | 0.01% | 1157 |
|
|
2024
Q3 | $442K | Buy |
9,795
+193
| +2% | +$8.71K | 0.01% | 1139 |
|
|
2024
Q2 | $413K | Sell |
9,602
-738
| -7% | -$31.7K | 0.01% | 1143 |
|
|
2024
Q1 | $442K | Buy |
10,340
+1,407
| +16% | +$60.2K | 0.01% | 1107 |
|
|
2023
Q4 | $371K | Sell |
8,933
-122
| -1% | -$5.06K | 0.01% | 1143 |
|
|
2023
Q3 | $353K | Sell |
9,055
-2,398
| -21% | -$93.4K | 0.01% | 1150 |
|
|
2023
Q2 | $463K | Sell |
11,453
-347
| -3% | -$14K | 0.01% | 1014 |
|
|
2023
Q1 | $470K | Buy |
11,800
+151
| +1% | +$6.01K | 0.01% | 871 |
|
|
2022
Q4 | $443K | Sell |
11,649
-271
| -2% | -$10.3K | 0.01% | 690 |
|
|
2022
Q3 | $436K | Sell |
11,920
-1,740
| -13% | -$63.6K | 0.01% | 632 |
|
|
2022
Q2 | $532K | Sell |
13,660
-1,255
| -8% | -$48.9K | 0.02% | 585 |
|
|
2022
Q1 | $641K | Sell |
14,915
-5,617
| -27% | -$241K | 0.02% | 513 |
|
|
2021
Q4 | $934K | Buy |
20,532
+991
| +5% | +$45.1K | 0.03% | 445 |
|
|
2021
Q3 | $874K | Buy |
19,541
+712
| +4% | +$31.8K | 0.03% | 432 |
|
|
2021
Q2 | $848K | Buy |
18,829
+918
| +5% | +$41.3K | 0.03% | 397 |
|
|
2021
Q1 | $780K | Buy |
17,911
+13,240
| +283% | +$577K | 0.03% | 351 |
|
|
2020
Q4 | $202K | Buy |
+4,671
| New | +$202K | 0.01% | 599 |
|