NBC Securities’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
$9K Sell
200
-750
-79% -$33.8K ﹤0.01% 1967
2025
Q1
$41K Buy
+950
New +$41K ﹤0.01% 1226
2024
Q4
Sell
-200
Closed -$9K 1281
2024
Q3
$9K Hold
200
﹤0.01% 1753
2024
Q2
$8K Hold
200
﹤0.01% 1737
2024
Q1
$8K Buy
+200
New +$8K ﹤0.01% 1755