Integrity Financial’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 | $544K | Sell |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $615K | Sell |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $950K | Buy |
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