Kingsview Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $586K | Sell |
|
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $353K | Buy |
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