Mariner’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
12,445
+1,226
| +11% | +$56.4K | ﹤0.01% | 2219 |
|
|
2025
Q1 | $492K | Buy |
11,219
+6
| +0.1% | +$263 | ﹤0.01% | 2217 |
|
|
2024
Q4 | $487K | Sell |
11,213
-54
| -0.5% | -$2.35K | ﹤0.01% | 2215 |
|
|
2024
Q3 | $508K | Sell |
11,267
-2,778
| -20% | -$125K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $604K | Buy |
14,045
+49
| +0.4% | +$2.11K | ﹤0.01% | 1908 |
|
|
2024
Q1 | $599K | Sell |
13,996
-2,778
| -17% | -$119K | ﹤0.01% | 1888 |
|
|
2023
Q4 | $696K | Buy |
+16,774
| New | +$696K | ﹤0.01% | 1701 |
|