Milestone Asset 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 | $1.55M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $852K | Buy |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $619K | Buy |
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