KCPG
Kavar Capital Partners Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
+267,607
| New | +$12.3M | 1.77% | 11 |
|
|
2024
Q4 | – | Sell |
-269,074
| Closed | -$12.1M | – | 176 |
|
|
2024
Q3 | $12.1M | Buy |
+269,074
| New | +$12.1M | 1.92% | 12 |
|
|
2024
Q1 | – | Sell |
-274,530
| Closed | -$11.4M | – | 159 |
|
|
2023
Q4 | $11.4M | Buy |
+274,530
| New | +$11.4M | 1.27% | 23 |
|