Mendel Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $457K | Buy |
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