MKD Wealth Coaches’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
$284K Sell
2025
Q2
$301K Buy
2025
Q1
$266K Sell
2024
Q4
$344K Buy
2021
Q4
Sell
2021
Q3
$242K Buy
2021
Q2
$226K Sell
2021
Q1
$236K Sell
2020
Q4
$249K Buy