Jones Financial Companies’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 | $808K | Buy |
17,606
+4,953
| +39% | +$227K | ﹤0.01% | 1090 |
|
|
2025
Q1 | $554K | Buy |
12,653
+4,346
| +52% | +$190K | ﹤0.01% | 1091 |
|
|
2024
Q4 | $361K | Buy |
8,307
+775
| +10% | +$33.7K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $340K | Sell |
7,532
-27
| -0.4% | -$1.22K | ﹤0.01% | 960 |
|
|
2024
Q2 | $325K | Buy |
7,559
+199
| +3% | +$8.56K | ﹤0.01% | 672 |
|
|
2024
Q1 | $315K | Hold |
7,360
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $306K | Buy |
+7,360
| New | +$306K | ﹤0.01% | 281 |
|