MML Investors 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 | $972K | Buy |
21,120
+1,646
| +8% | +$75.8K | ﹤0.01% | 1673 |
|
|
2025
Q1 | $855K | Sell |
19,474
-216
| -1% | -$9.48K | ﹤0.01% | 1686 |
|
|
2024
Q4 | $855K | Buy |
19,690
+525
| +3% | +$22.8K | ﹤0.01% | 1608 |
|
|
2024
Q3 | $865K | Buy |
19,165
+389
| +2% | +$17.6K | ﹤0.01% | 1529 |
|
|
2024
Q2 | $808K | Buy |
18,776
+920
| +5% | +$39.6K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $764K | Sell |
17,856
-2,640
| -13% | -$113K | ﹤0.01% | 1566 |
|
|
2023
Q4 | $851K | Buy |
20,496
+34
| +0.2% | +$1.41K | ﹤0.01% | 1456 |
|
|
2023
Q3 | $797K | Buy |
20,462
+125
| +0.6% | +$4.87K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $822K | Buy |
20,337
+5,491
| +37% | +$222K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $592K | Sell |
14,846
-18,168
| -55% | -$724K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $1.26M | Buy |
33,014
+14,780
| +81% | +$562K | 0.01% | 1020 |
|
|
2022
Q3 | $668K | Sell |
18,234
-415
| -2% | -$15.2K | 0.01% | 1280 |
|
|
2022
Q2 | $727K | Buy |
18,649
+383
| +2% | +$14.9K | 0.01% | 1205 |
|
|
2022
Q1 | $785K | Buy |
18,266
+1,575
| +9% | +$67.7K | 0.01% | 1208 |
|
|
2021
Q4 | $759K | Buy |
16,691
+3,034
| +22% | +$138K | 0.01% | 1191 |
|
|
2021
Q3 | $611K | Buy |
13,657
+3,197
| +31% | +$143K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $471K | Buy |
10,460
+458
| +5% | +$20.6K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $436K | Sell |
10,002
-723
| -7% | -$31.5K | ﹤0.01% | 1331 |
|
|
2020
Q4 | $463K | Sell |
10,725
-16,652
| -61% | -$719K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $1.12M | Buy |
27,377
+16,937
| +162% | +$695K | 0.01% | 729 |
|
|
2020
Q2 | $416K | Sell |
10,440
-21,916
| -68% | -$873K | 0.01% | 1077 |
|
|
2020
Q1 | $1.19M | Buy |
32,356
+6,122
| +23% | +$225K | 0.02% | 575 |
|
|
2019
Q4 | $1.05M | Sell |
26,234
-3,296
| -11% | -$132K | 0.02% | 701 |
|
|
2019
Q3 | $1.16M | Sell |
29,530
-9,032
| -23% | -$355K | 0.02% | 622 |
|
|
2019
Q2 | $1.51M | Buy |
38,562
+807
| +2% | +$31.5K | 0.02% | 579 |
|
|
2019
Q1 | $1.44M | Buy |
37,755
+3,866
| +11% | +$147K | 0.02% | 572 |
|
|
2018
Q4 | $1.21M | Buy |
33,889
+18,737
| +124% | +$668K | 0.02% | 585 |
|
|
2018
Q3 | $574K | Sell |
15,152
-4,805
| -24% | -$182K | 0.01% | 933 |
|
|
2018
Q2 | $749K | Buy |
19,957
+764
| +4% | +$28.7K | 0.02% | 682 |
|
|
2018
Q1 | $725K | Buy |
19,193
+8,063
| +72% | +$305K | 0.02% | 686 |
|
|
2017
Q4 | $423K | Buy |
11,130
+947
| +9% | +$36K | 0.01% | 921 |
|
|
2017
Q3 | $387K | Buy |
10,183
+957
| +10% | +$36.4K | 0.01% | 894 |
|
|
2017
Q2 | $344K | Buy |
+9,226
| New | +$344K | 0.01% | 915 |
|