Kowal Investment Group’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
2024 Q1	–	Sell	-7,736	Closed	-$321K	–	180
2023 Q4	$321K	Buy	+7,736	New	+$321K	0.07%	119
2023 Q1	–	Sell	-9,315	Closed	-$354K	–	156
2022 Q4	$354K	Buy	+9,315	New	+$354K	0.11%	102