J.W. Cole Advisors’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 | $1.17M | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $748K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1M | Buy |
|