NewEdge Advisors’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 | $1.04M | Buy |
|
|||||
|
2025
Q2 | $883K | Buy |
|
|||||
|
2025
Q1 | $835K | Sell |
|
|||||
|
2024
Q4 | $930K | Sell |
|
|||||
|
2024
Q3 | $1.04M | Sell |
|
|||||
|
2024
Q2 | $1.02M | Buy |
|
|||||
|
2024
Q1 | $247K | Sell |
|
|||||
|
2023
Q4 | $392K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $2.46K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $11.8K | Sell |
|
|||||
|
2022
Q3 | $353K | Sell |
|
|||||
|
2022
Q2 | $558K | Sell |
|
|||||
|
2022
Q1 | $886K | Buy |
|
|||||
|
2021
Q4 | $831K | Buy |
|