Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,190
| Closed | -$52.2K | – | 3255 |
|
|
2025
Q1 | $52.2K | Buy |
+1,190
| New | +$52.2K | ﹤0.01% | 1004 |
|
|
2023
Q1 | – | Sell |
-708
| Closed | -$26.9K | – | 1546 |
|
|
2022
Q4 | $26.9K | Buy |
+708
| New | +$26.9K | ﹤0.01% | 632 |
|
|
2019
Q4 | – | Sell |
-347
| Closed | -$14K | – | 575 |
|
|
2019
Q3 | $14K | Buy |
+347
| New | +$14K | 0.01% | 259 |
|