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MAI Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MAI Capital Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$684K Sell
14,851
-1,255
-8% -$57.8K ﹤0.01% 732
2025
Q1 		$707K Sell
16,106
-92
-0.6% -$4.04K 0.01% 695
2024
Q4 		$704K Buy
+16,198
New +$704K 0.01% 715