Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $801K | Sell |
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|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $467K | Buy |
|
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|
2024
Q3 | $442K | Buy |
|
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|
2024
Q2 | $413K | Sell |
|
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|
2024
Q1 | $442K | Buy |
|
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|
2023
Q4 | $371K | Sell |
|
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $463K | Sell |
|
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|
2023
Q1 | $470K | Buy |
|
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q3 | $874K | Buy |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $202K | Buy |
|