Macroview Investment Management’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
2024 Q4	–	Sell	-427	Closed	-$19.3K	–	108
2024 Q3	$19.3K	Buy	427 +3	+0.7%	+$132	0.02%	179
2024 Q2	$18.2K	Buy	424 +2	+0.5%	+$85	0.02%	185
2024 Q1	$18K	Buy	422 +58	+16%	+$2.42K	0.02%	199
2023 Q4	$15.1K	Buy	364 +6	+2%	+$238	0.02%	203
2023 Q3	$13.9K	Hold	358	–	–	0.02%	195
2023 Q2	$14.5K	Hold	358	–	–	0.02%	164
2023 Q1	$14.3K	Hold	358	–	–	0.02%	158
2022 Q4	$13.6K	Hold	358	–	–	0.02%	158
2022 Q3	$13K	Hold	358	–	–	0.02%	136
2022 Q2	$14K	Hold	358	–	–	0.02%	147
2022 Q1	$15K	Buy	358 +168	+88%	+$7.32K	0.02%	154
2021 Q4	$9K	Hold	190	–	–	0.01%	251
2021 Q3	$9K	Hold	190	–	–	0.01%	201
2021 Q2	$9K	Hold	190	–	–	0.01%	183
2021 Q1	$8K	Buy	190 +98	+107%	+$4.26K	0.01%	170
2020 Q4	$4K	Hold	92	–	–	0.01%	199
2020 Q3	$4K	Hold	92	–	–	0.01%	175
2020 Q2	$4K	Buy	+92	New	+$3.55K	0.01%	157