JFS Wealth Advisors’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 | $223K | Sell |
4,847
-172
| -3% | -$7.92K | 0.01% | 287 |
|
|
2025
Q1 | $220K | Hold |
5,019
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $218K | Buy |
5,019
+89
| +2% | +$3.87K | 0.01% | 279 |
|
|
2024
Q3 | $222K | Buy |
4,930
+38
| +0.8% | +$1.71K | 0.01% | 276 |
|
|
2024
Q2 | $210K | Sell |
4,892
-793
| -14% | -$34.1K | 0.02% | 238 |
|
|
2024
Q1 | $243K | Sell |
5,685
-791
| -12% | -$33.8K | 0.02% | 226 |
|
|
2023
Q4 | $269K | Buy |
6,476
+34
| +0.5% | +$1.41K | 0.02% | 202 |
|
|
2023
Q3 | $251K | Sell |
6,442
-123
| -2% | -$4.79K | 0.02% | 197 |
|
|
2023
Q2 | $265K | Buy |
6,565
+117
| +2% | +$4.73K | 0.02% | 190 |
|
|
2023
Q1 | $257K | Buy |
6,448
+1,275
| +25% | +$50.8K | 0.02% | 187 |
|
|
2022
Q4 | $197K | Buy |
5,173
+120
| +2% | +$4.56K | 0.02% | 216 |
|
|
2022
Q3 | $185K | Hold |
5,053
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $197K | Hold |
5,053
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $217K | Buy |
5,053
+3,934
| +352% | +$169K | 0.02% | 218 |
|
|
2021
Q4 | $51K | Hold |
1,119
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $50K | Hold |
1,119
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $50K | Sell |
1,119
-113
| -9% | -$5.05K | 0.01% | 269 |
|
|
2021
Q1 | $54K | Hold |
1,232
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $53K | Hold |
1,232
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $51K | Hold |
1,232
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $49K | Hold |
1,232
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $45K | Hold |
1,232
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $49K | Hold |
1,232
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $48K | Hold |
1,232
| – | – | 0.01% | 237 |
|
|
2019
Q2 | $48K | Buy |
1,232
+520
| +73% | +$20.3K | 0.01% | 241 |
|
|
2019
Q1 | $27K | Buy |
712
+30
| +4% | +$1.14K | 0.01% | 266 |
|
|
2018
Q4 | $24K | Sell |
682
-54
| -7% | -$1.9K | 0.01% | 275 |
|
|
2018
Q3 | $28K | Sell |
736
-2,517
| -77% | -$95.8K | 0.01% | 286 |
|
|
2018
Q2 | $122K | Buy |
3,253
+2,517
| +342% | +$94.4K | 0.03% | 177 |
|
|
2018
Q1 | $28K | Sell |
736
-736
| -50% | -$28K | 0.01% | 285 |
|
|
2017
Q4 | $56K | Buy |
1,472
+739
| +101% | +$28.1K | 0.01% | 245 |
|
|
2017
Q3 | $28K | Buy |
733
+5
| +0.7% | +$191 | 0.01% | 286 |
|
|
2017
Q2 | $27K | Buy |
+728
| New | +$27K | 0.01% | 271 |
|