Lloyd Advisory Services’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
Q4 | $11.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $65K | Sell |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $9K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $13K | Buy |
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