Mutual Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mutual Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.2M	Buy	69,302 +197	+0.3%	+$9.09K	0.08%	234
2025 Q1	$3.02M	Sell	69,105 -1,470	-2%	-$64.2K	0.09%	217
2024 Q4	$3.07M	Sell	70,575 -501	-0.7%	-$21.8K	0.09%	204
2024 Q3	$3.14M	Buy	71,076 +2,426	+4%	+$107K	0.09%	199
2024 Q2	$2.97M	Sell	68,650 -472	-0.7%	-$20.4K	0.09%	204
2024 Q1	$2.96M	Buy	69,122 +691	+1%	+$29.6K	0.09%	203
2023 Q4	$2.84M	Buy	68,431 +2,577	+4%	+$107K	0.1%	203
2023 Q3	$2.56M	Buy	65,854 +2,426	+4%	+$94.4K	0.1%	195
2023 Q2	$2.56M	Sell	63,428 -13,269	-17%	-$536K	0.1%	204
2023 Q1	$3.06M	Buy	76,697 +8,593	+13%	+$343K	0.13%	168
2022 Q4	$2.59M	Buy	68,104 +7,228	+12%	+$275K	0.12%	186
2022 Q3	$2.23M	Buy	60,876 +2,830	+5%	+$104K	0.11%	176
2022 Q2	$2.26M	Buy	58,046 +3,804	+7%	+$148K	0.15%	162
2022 Q1	$2.33M	Buy	54,242 +6,941	+15%	+$298K	0.13%	182
2021 Q4	$2.15M	Buy	47,301 +6,313	+15%	+$287K	0.11%	215
2021 Q3	$1.83M	Buy	40,988 +10,289	+34%	+$460K	0.11%	231
2021 Q2	$1.38M	Buy	30,699 +14,609	+91%	+$658K	0.08%	289
2021 Q1	$701K	Buy	16,090 +3,043	+23%	+$133K	0.05%	406
2020 Q4	$564K	Buy	13,047 +8	+0.1%	+$346	0.04%	435
2020 Q3	$535K	Buy	13,039 +3,018	+30%	+$124K	0.05%	410
2020 Q2	$400K	Sell	10,021 -510	-5%	-$20.4K	0.04%	439
2020 Q1	$387K	Sell	10,531 -261	-2%	-$9.59K	0.05%	338
2019 Q4	$433K	Buy	10,792 +3,195	+42%	+$128K	0.05%	380
2019 Q3	$298K	Buy	7,597 +7	+0.1%	+$275	0.04%	421
2019 Q2	$296K	Sell	7,590 -366	-5%	-$14.3K	0.04%	445
2019 Q1	$303K	Sell	7,956 -282	-3%	-$10.7K	0.04%	364
2018 Q4	$294K	Sell	8,238 -538	-6%	-$19.2K	0.06%	332
2018 Q3	$333K	Buy	8,776 +8	+0.1%	+$304	0.05%	344
2018 Q2	$329K	Buy	8,768 +2	+0%	+$75	0.08%	312
2018 Q1	$331K	Sell	8,766 -415	-5%	-$15.7K	0.08%	290
2017 Q4	$349K	Buy	+9,181	New	+$349K	0.13%	200