Jim Saulnier & Associates’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	$1.27M	Sell	27,651 -854	-3%	-$39.3K	0.87%	29
2025 Q1	$1.25M	Hold	28,505	–	–	0.97%	29
2024 Q4	$1.24M	Buy	28,505 +886	+3%	+$38.5K	1.07%	26
2024 Q3	$1.25M	Buy	+27,619	New	+$1.25M	1.22%	19