Investment Partners’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
$494K Buy
2025
Q2
$440K Buy
2025
Q1
$417K Hold
2024
Q4
$413K Buy
2024
Q3
$421K Buy
2024
Q2
$398K Buy
2024
Q1
$394K Buy
2023
Q4
$367K Buy
2023
Q3
$268K Buy