Mason & Associates (Virginia)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mason & Associates (Virginia)’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$381K	Hold
2025 Q2	$381K	Sell
2025 Q1	$490K	Sell
2024 Q4	$515K	Buy
2024 Q3	$479K	Buy
2024 Q2	$454K	Buy