Moss Adams Wealth Advisors’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	$423K	Buy	9,179 +35	+0.4%	+$1.61K	0.04%	145
2025 Q1	$401K	Buy	+9,144	New	+$401K	0.04%	131
2023 Q4	–	Sell	-2,522	Closed	-$98.2K	–	123
2023 Q3	$98.2K	Buy	+2,522	New	+$98.2K	0.03%	105