JNBA Financial 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 | $47.3K | Sell |
1,027
-8
| -0.8% | -$368 | ﹤0.01% | 301 |
|
|
2025
Q1 | $45.4K | Sell |
1,035
-272
| -21% | -$11.9K | ﹤0.01% | 296 |
|
|
2024
Q4 | $56.8K | Buy |
1,307
+47
| +4% | +$2.04K | 0.01% | 272 |
|
|
2024
Q3 | $56.8K | Buy |
1,260
+5
| +0.4% | +$226 | 0.01% | 274 |
|
|
2024
Q2 | $54K | Sell |
1,255
-7
| -0.6% | -$301 | 0.01% | 277 |
|
|
2024
Q1 | $54K | Buy |
1,262
+5
| +0.4% | +$214 | 0.01% | 277 |
|
|
2023
Q4 | $52.2K | Buy |
1,257
+42
| +3% | +$1.74K | 0.01% | 274 |
|
|
2023
Q3 | $47.3K | Buy |
1,215
+241
| +25% | +$9.38K | 0.01% | 283 |
|
|
2023
Q2 | $39.4K | Sell |
974
-630
| -39% | -$25.5K | ﹤0.01% | 315 |
|
|
2023
Q1 | $63.9K | Buy |
1,604
+381
| +31% | +$15.2K | 0.01% | 263 |
|
|
2022
Q4 | $46.5K | Buy |
1,223
+50
| +4% | +$1.9K | 0.01% | 285 |
|
|
2022
Q3 | $43K | Buy |
1,173
+39
| +3% | +$1.43K | 0.01% | 288 |
|
|
2022
Q2 | $44K | Buy |
1,134
+19
| +2% | +$737 | 0.01% | 292 |
|
|
2022
Q1 | $48K | Buy |
1,115
+10
| +0.9% | +$430 | 0.01% | 290 |
|
|
2021
Q4 | $50K | Buy |
1,105
+27
| +3% | +$1.22K | 0.01% | 305 |
|
|
2021
Q3 | $48K | Buy |
1,078
+91
| +9% | +$4.05K | 0.01% | 295 |
|
|
2021
Q2 | $44K | Sell |
987
-11
| -1% | -$490 | 0.01% | 301 |
|
|
2021
Q1 | $43K | Buy |
998
+86
| +9% | +$3.71K | 0.01% | 299 |
|
|
2020
Q4 | $39K | Sell |
912
-1,119
| -55% | -$47.9K | 0.01% | 285 |
|
|
2020
Q3 | $83K | Sell |
2,031
-125
| -6% | -$5.11K | 0.02% | 206 |
|
|
2020
Q2 | $86K | Buy |
2,156
+1,232
| +133% | +$49.1K | 0.02% | 197 |
|
|
2020
Q1 | $34K | Sell |
924
-4,626
| -83% | -$170K | 0.01% | 256 |
|
|
2019
Q4 | $223K | Sell |
5,550
-541
| -9% | -$21.7K | 0.04% | 145 |
|
|
2019
Q3 | $239K | Sell |
6,091
-565
| -8% | -$22.2K | 0.05% | 139 |
|
|
2019
Q2 | $260K | Sell |
6,656
-307
| -4% | -$12K | 0.05% | 132 |
|
|
2019
Q1 | $265K | Buy |
6,963
+5,816
| +507% | +$221K | 0.06% | 127 |
|
|
2018
Q4 | $41K | Buy |
+1,147
| New | +$41K | 0.01% | 222 |
|
|
2018
Q3 | – | Sell |
-1,381
| Closed | -$52K | – | 485 |
|
|
2018
Q2 | $52K | Buy |
1,381
+133
| +11% | +$5.01K | 0.01% | 221 |
|
|
2018
Q1 | $47K | Buy |
1,248
+145
| +13% | +$5.46K | 0.01% | 228 |
|
|
2017
Q4 | $42K | Sell |
1,103
-25
| -2% | -$952 | 0.01% | 237 |
|
|
2017
Q3 | $43K | Buy |
1,128
+121
| +12% | +$4.61K | 0.01% | 220 |
|
|
2017
Q2 | $38K | Sell |
1,007
-682
| -40% | -$25.7K | 0.01% | 229 |
|
|
2017
Q1 | $61K | Buy |
1,689
+897
| +113% | +$32.4K | 0.01% | 188 |
|
|
2016
Q4 | $28K | Buy |
+792
| New | +$28K | 0.01% | 258 |
|