LPAM
Lodestar Private Asset Management’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 | $5.62M | Buy |
122,171
+10,917
| +10% | +$503K | 0.65% | 42 |
|
|
2025
Q1 | $4.88M | Buy |
111,254
+16,023
| +17% | +$703K | 0.61% | 43 |
|
|
2024
Q4 | $4.14M | Buy |
95,231
+10,947
| +13% | +$476K | 0.52% | 45 |
|
|
2024
Q3 | $3.8M | Buy |
84,284
+771
| +0.9% | +$34.8K | 0.48% | 51 |
|
|
2024
Q2 | $3.59M | Buy |
83,513
+3,988
| +5% | +$172K | 0.49% | 49 |
|
|
2024
Q1 | $3.4M | Buy |
79,525
+85
| +0.1% | +$3.64K | 0.49% | 53 |
|
|
2023
Q4 | $3.3M | Sell |
79,440
-3,093
| -4% | -$128K | 0.51% | 50 |
|
|
2023
Q3 | $3.21M | Sell |
82,533
-6,675
| -7% | -$260K | 0.55% | 47 |
|
|
2023
Q2 | $3.6M | Buy |
89,208
+885
| +1% | +$35.8K | 0.6% | 45 |
|
|
2023
Q1 | $3.52M | Sell |
88,323
-644
| -0.7% | -$25.7K | 0.63% | 42 |
|
|
2022
Q4 | $3.38M | Buy |
+88,967
| New | +$3.38M | 0.65% | 41 |
|