Legacy Financial Group (Iowa)’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
Q2 | $755K | Buy |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $697K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $881K | Buy |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $765K | Buy |
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