McKinley Carter Wealth Services’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 | $280K | Sell |
6,078
-31
| -0.5% | -$1.43K | 0.02% | 261 |
|
|
2025
Q1 | $268K | Hold |
6,109
| – | – | 0.02% | 266 |
|
|
2024
Q4 | $265K | Sell |
6,109
-1,883
| -24% | -$81.8K | 0.02% | 254 |
|
|
2024
Q3 | $361K | Sell |
7,992
-208
| -3% | -$9.38K | 0.02% | 237 |
|
|
2024
Q2 | $353K | Buy |
8,200
+8
| +0.1% | +$344 | 0.02% | 237 |
|
|
2024
Q1 | $350K | Buy |
8,192
+170
| +2% | +$7.27K | 0.02% | 242 |
|
|
2023
Q4 | $333K | Sell |
8,022
-478
| -6% | -$19.8K | 0.02% | 241 |
|
|
2023
Q3 | $331K | Buy |
8,500
+850
| +11% | +$33.1K | 0.03% | 237 |
|
|
2023
Q2 | $309K | Sell |
7,650
-302
| -4% | -$12.2K | 0.02% | 247 |
|
|
2023
Q1 | $317K | Buy |
7,952
+80
| +1% | +$3.19K | 0.02% | 247 |
|
|
2022
Q4 | $299K | Sell |
7,872
-1,708
| -18% | -$64.9K | 0.03% | 242 |
|
|
2022
Q3 | $351K | Sell |
9,580
-493
| -5% | -$18.1K | 0.03% | 218 |
|
|
2022
Q2 | $392K | Buy |
10,073
+199
| +2% | +$7.74K | 0.03% | 217 |
|
|
2022
Q1 | $424K | Buy |
9,874
+714
| +8% | +$30.7K | 0.03% | 215 |
|
|
2021
Q4 | $417K | Sell |
9,160
-518
| -5% | -$23.6K | 0.03% | 210 |
|
|
2021
Q3 | $433K | Buy |
9,678
+526
| +6% | +$23.5K | 0.04% | 202 |
|
|
2021
Q2 | $413K | Buy |
9,152
+156
| +2% | +$7.04K | 0.03% | 209 |
|
|
2021
Q1 | $392K | Buy |
8,996
+4,300
| +92% | +$187K | 0.03% | 209 |
|
|
2020
Q4 | $203K | Buy |
+4,696
| New | +$203K | 0.03% | 257 |
|