Investment Advisory Group’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 | $6.49M | Buy |
140,861
+4,795
| +4% | +$221K | 1.96% | 9 |
|
|
2025
Q1 | $5.97M | Buy |
136,066
+1,752
| +1% | +$76.9K | 2% | 11 |
|
|
2024
Q4 | $5.83M | Buy |
134,314
+3,934
| +3% | +$171K | 1.95% | 11 |
|
|
2024
Q3 | $5.88M | Buy |
130,380
+1,855
| +1% | +$83.7K | 2.04% | 11 |
|
|
2024
Q2 | $5.53M | Sell |
128,525
-447
| -0.3% | -$19.2K | 2.14% | 11 |
|
|
2024
Q1 | $5.52M | Buy |
128,972
+8,790
| +7% | +$376K | 2.28% | 9 |
|
|
2023
Q4 | $4.99M | Buy |
120,182
+4,533
| +4% | +$188K | 2.29% | 10 |
|
|
2023
Q3 | $4.5M | Buy |
115,649
+3,471
| +3% | +$135K | 2.34% | 10 |
|
|
2023
Q2 | $4.53M | Buy |
112,178
+2,053
| +2% | +$83K | 2.32% | 10 |
|
|
2023
Q1 | $4.39M | Buy |
110,125
+1,781
| +2% | +$71K | 2.52% | 10 |
|
|
2022
Q4 | $4.12M | Sell |
108,344
-637
| -0.6% | -$24.2K | 2.53% | 9 |
|
|
2022
Q3 | $3.99M | Buy |
108,981
+1,035
| +1% | +$37.9K | 2.77% | 9 |
|
|
2022
Q2 | $4.2M | Sell |
107,946
-842
| -0.8% | -$32.8K | 2.86% | 8 |
|
|
2022
Q1 | $4.68M | Buy |
108,788
+1,399
| +1% | +$60.1K | 2.84% | 9 |
|
|
2021
Q4 | $4.7M | Buy |
+107,389
| New | +$4.7M | 3.01% | 9 |
|