Macroview Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-427
| Closed | -$19.3K | – | 107 |
|
|
2024
Q3 | $19.3K | Buy |
427
+3
| +0.7% | +$135 | 0.02% | 178 |
|
|
2024
Q2 | $18.2K | Buy |
424
+2
| +0.5% | +$86 | 0.02% | 184 |
|
|
2024
Q1 | $18K | Buy |
422
+58
| +16% | +$2.48K | 0.02% | 198 |
|
|
2023
Q4 | $15.1K | Buy |
364
+6
| +2% | +$249 | 0.02% | 202 |
|
|
2023
Q3 | $13.9K | Hold |
358
| – | – | 0.02% | 194 |
|
|
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% | 146 |
|
|
2022
Q1 | $15K | Buy |
358
+168
| +88% | +$7.04K | 0.02% | 153 |
|
|
2021
Q4 | $9K | Hold |
190
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $9K | Hold |
190
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $9K | Hold |
190
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $8K | Buy |
190
+98
| +107% | +$4.13K | 0.01% | 168 |
|
|
2020
Q4 | $4K | Hold |
92
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $4K | Hold |
92
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $4K | Buy |
+92
| New | +$4K | 0.01% | 156 |
|