Legacy Financial Group (Iowa)’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 | $755K | Buy |
16,388
+598
| +4% | +$27.5K | 0.11% | 61 |
|
|
2025
Q1 | $693K | Sell |
15,790
-49
| -0.3% | -$2.15K | 0.11% | 59 |
|
|
2024
Q4 | $688K | Buy |
15,839
+383
| +2% | +$16.6K | 0.11% | 62 |
|
|
2024
Q3 | $697K | Buy |
15,456
+588
| +4% | +$26.5K | 0.13% | 47 |
|
|
2024
Q2 | $639K | Buy |
14,868
+958
| +7% | +$41.2K | 0.13% | 62 |
|
|
2024
Q1 | $595K | Buy |
+13,910
| New | +$595K | 0.12% | 59 |
|
|
2023
Q4 | – | Sell |
-15,698
| Closed | -$611K | – | 54 |
|
|
2023
Q3 | $611K | Buy |
15,698
+215
| +1% | +$8.37K | 0.14% | 55 |
|
|
2023
Q2 | $626K | Sell |
15,483
-526
| -3% | -$21.3K | 0.16% | 41 |
|
|
2023
Q1 | $638K | Buy |
16,009
+465
| +3% | +$18.5K | 0.17% | 40 |
|
|
2022
Q4 | $591K | Sell |
15,544
-78
| -0.5% | -$2.97K | 0.18% | 38 |
|
|
2022
Q3 | $572K | Sell |
15,622
-2,440
| -14% | -$89.3K | 0.19% | 28 |
|
|
2022
Q2 | $704K | Buy |
18,062
+1,135
| +7% | +$44.2K | 0.22% | 33 |
|
|
2022
Q1 | $727K | Buy |
16,927
+5,246
| +45% | +$225K | 0.21% | 36 |
|
|
2021
Q4 | $526K | Sell |
11,681
-7,577
| -39% | -$341K | 0.23% | 27 |
|
|
2021
Q3 | $862K | Sell |
19,258
-291
| -1% | -$13K | 0.26% | 41 |
|
|
2021
Q2 | $881K | Buy |
19,549
+1,635
| +9% | +$73.7K | 0.27% | 45 |
|
|
2021
Q1 | $780K | Buy |
17,914
+207
| +1% | +$9.01K | 0.27% | 40 |
|
|
2020
Q4 | $765K | Buy |
+17,707
| New | +$765K | 0.29% | 39 |
|