LifePlan Financial’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 | $1.73M | Sell |
37,643
-337
| -0.9% | -$15.5K | 1.44% | 19 |
|
|
2025
Q1 | $1.67M | Sell |
37,980
-9,591
| -20% | -$421K | 1.45% | 17 |
|
|
2024
Q4 | $2.07M | Buy |
47,571
+10,736
| +29% | +$466K | 1.83% | 14 |
|
|
2024
Q3 | $1.66M | Sell |
36,835
-1,138
| -3% | -$51.3K | 1.43% | 20 |
|
|
2024
Q2 | $1.63M | Buy |
37,973
+5,602
| +17% | +$241K | 1.5% | 19 |
|
|
2024
Q1 | $1.38M | Buy |
32,371
+29
| +0.1% | +$1.24K | 1.27% | 22 |
|
|
2023
Q4 | $1.34M | Buy |
+32,342
| New | +$1.34M | 1.34% | 19 |
|