Live Oak Investment Partners’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
Q1 | – | Hold |
0
| – | -$121K | – | 96 |
|
|
2024
Q4 | – | Hold |
0
| – | -$123K | – | 93 |
|
|
2024
Q3 | – | Hold |
0
| – | -$134K | – | 97 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 93 |
|
|
2023
Q4 | – | Hold |
0
| – | -$122K | – | 97 |
|
|
2023
Q3 | – | Hold |
0
| – | -$226K | – | 99 |
|
|
2023
Q2 | – | Hold |
0
| – | -$223K | – | 85 |
|
|
2023
Q1 | – | Hold |
0
| – | -$196K | – | 86 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 88 |
|