Mason & Associates (Virginia)’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	$381K	Sell	8,271 -2,890	-26%	-$133K	0.1%	30
2025 Q1	$490K	Sell	11,161 -703	-6%	-$30.8K	0.14%	23
2024 Q4	$515K	Buy	11,864 +1,235	+12%	+$53.6K	0.15%	24
2024 Q3	$479K	Buy	10,629 +83	+0.8%	+$3.74K	0.15%	25
2024 Q2	$454K	Buy	+10,546	New	+$454K	0.15%	24