Investment Partners’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 | $440K | Buy |
9,552
+55
| +0.6% | +$2.53K | 0.17% | 108 |
|
|
2025
Q1 | $417K | Hold |
9,497
| – | – | 0.17% | 109 |
|
|
2024
Q4 | $413K | Buy |
9,497
+168
| +2% | +$7.3K | 0.17% | 109 |
|
|
2024
Q3 | $421K | Buy |
9,329
+73
| +0.8% | +$3.29K | 0.18% | 102 |
|
|
2024
Q2 | $398K | Buy |
9,256
+48
| +0.5% | +$2.07K | 0.18% | 103 |
|
|
2024
Q1 | $394K | Buy |
9,208
+355
| +4% | +$15.2K | 0.18% | 104 |
|
|
2023
Q4 | $367K | Buy |
8,853
+1,961
| +28% | +$81.4K | 0.18% | 103 |
|
|
2023
Q3 | $268K | Buy |
+6,892
| New | +$268K | 0.14% | 118 |
|