Investment Advisory Group’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
Q2 | $6.49M | Buy |
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|
2025
Q1 | $5.97M | Buy |
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|
2024
Q4 | $5.83M | Buy |
|
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|
2024
Q3 | $5.88M | Buy |
|
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|
2024
Q2 | $5.53M | Sell |
|
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|
2024
Q1 | $5.52M | Buy |
|
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|
2023
Q4 | $4.99M | Buy |
|
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|
2023
Q3 | $4.5M | Buy |
|
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|
2023
Q2 | $4.53M | Buy |
|
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|
2023
Q1 | $4.39M | Buy |
|
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|
2022
Q4 | $4.12M | Sell |
|
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|
2022
Q3 | $3.99M | Buy |
|
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|
2022
Q2 | $4.2M | Sell |
|
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $4.7M | Buy |
|