Milestone Asset Management’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 | $1.57M | Sell |
34,039
-204
| -0.6% | -$9.39K | 0.33% | 57 |
|
|
2025
Q1 | $1.5M | Buy |
34,243
+14,118
| +70% | +$619K | 0.32% | 68 |
|
|
2024
Q4 | $874K | Sell |
20,125
-448
| -2% | -$19.5K | 0.19% | 118 |
|
|
2024
Q3 | $928K | Buy |
20,573
+753
| +4% | +$34K | 0.21% | 97 |
|
|
2024
Q2 | $852K | Buy |
19,820
+1,699
| +9% | +$73.1K | 0.21% | 91 |
|
|
2024
Q1 | $775K | Buy |
18,121
+316
| +2% | +$13.5K | 0.22% | 85 |
|
|
2023
Q4 | $739K | Buy |
17,805
+555
| +3% | +$23K | 0.24% | 20 |
|
|
2023
Q3 | $667K | Buy |
17,250
+2,108
| +14% | +$81.5K | 0.23% | 26 |
|
|
2023
Q2 | $612K | Sell |
15,142
-42
| -0.3% | -$1.7K | 0.27% | 22 |
|
|
2023
Q1 | $605K | Sell |
15,184
-430
| -3% | -$17.1K | 0.35% | 35 |
|
|
2022
Q4 | $619K | Buy |
+15,614
| New | +$619K | 0.37% | 29 |
|