Kestra Advisory Services’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 | $1.99M | Buy |
43,206
+3,445
| +9% | +$159K | 0.01% | 1081 |
|
|
2025
Q1 | $1.74M | Buy |
39,761
+1,533
| +4% | +$67.3K | 0.01% | 1052 |
|
|
2024
Q4 | $1.66M | Buy |
38,228
+32
| +0.1% | +$1.39K | 0.01% | 1103 |
|
|
2024
Q3 | $1.72M | Sell |
38,196
-4,524
| -11% | -$204K | 0.01% | 1025 |
|
|
2024
Q2 | $1.68M | Buy |
42,720
+4,383
| +11% | +$173K | 0.01% | 1049 |
|
|
2024
Q1 | $1.64M | Sell |
38,337
-1,574
| -4% | -$67.3K | 0.01% | 976 |
|
|
2023
Q4 | $1.66M | Sell |
39,911
-4,782
| -11% | -$198K | 0.01% | 882 |
|
|
2023
Q3 | $1.74M | Buy |
44,693
+5,312
| +13% | +$207K | 0.02% | 740 |
|
|
2023
Q2 | $1.59M | Sell |
39,381
-1,049
| -3% | -$42.4K | 0.02% | 770 |
|
|
2023
Q1 | $1.61M | Sell |
40,430
-211
| -0.5% | -$8.41K | 0.02% | 731 |
|
|
2022
Q4 | $1.54M | Sell |
40,641
-8,440
| -17% | -$321K | 0.01% | 860 |
|
|
2022
Q3 | $1.8M | Sell |
49,081
-2,279
| -4% | -$83.4K | 0.02% | 714 |
|
|
2022
Q2 | $2M | Buy |
51,360
+1,111
| +2% | +$43.3K | 0.02% | 677 |
|
|
2022
Q1 | $2.16M | Buy |
50,249
+380
| +0.8% | +$16.3K | 0.02% | 649 |
|
|
2021
Q4 | $2.27M | Buy |
49,869
+2,404
| +5% | +$109K | 0.02% | 642 |
|
|
2021
Q3 | $2.12M | Buy |
47,465
+896
| +2% | +$40.1K | 0.02% | 680 |
|
|
2021
Q2 | $2.1M | Buy |
46,569
+946
| +2% | +$42.6K | 0.02% | 634 |
|
|
2021
Q1 | $1.99M | Sell |
45,623
-19,661
| -30% | -$856K | 0.03% | 601 |
|
|
2020
Q4 | $2.82M | Buy |
65,284
+18,671
| +40% | +$806K | 0.03% | 482 |
|
|
2020
Q3 | $1.91M | Buy |
+46,613
| New | +$1.91M | 0.04% | 442 |
|