NewEdge 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 | $883K | Buy |
19,186
+148
| +0.8% | +$6.81K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $835K | Sell |
19,038
-2,377
| -11% | -$104K | 0.01% | 1286 |
|
|
2024
Q4 | $930K | Sell |
21,415
-1,557
| -7% | -$67.6K | 0.01% | 1200 |
|
|
2024
Q3 | $1.04M | Sell |
22,972
-761
| -3% | -$34.3K | 0.01% | 1088 |
|
|
2024
Q2 | $1.02M | Buy |
23,733
+17,954
| +311% | +$772K | 0.01% | 1054 |
|
|
2024
Q1 | $247K | Sell |
5,779
-3,712
| -39% | -$159K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $392K | Buy |
+9,491
| New | +$392K | ﹤0.01% | 1420 |
|
|
2023
Q3 | – | Sell |
-61
| Closed | -$2.47K | – | 3467 |
|
|
2023
Q2 | $2.47K | Buy |
+61
| New | +$2.47K | ﹤0.01% | 3031 |
|
|
2023
Q1 | – | Sell |
-311
| Closed | -$11.8K | – | 3441 |
|
|
2022
Q4 | $11.8K | Sell |
311
-9,325
| -97% | -$354K | ﹤0.01% | 2316 |
|
|
2022
Q3 | $353K | Sell |
9,636
-4,675
| -33% | -$171K | 0.01% | 1116 |
|
|
2022
Q2 | $558K | Sell |
14,311
-6,328
| -31% | -$247K | 0.01% | 934 |
|
|
2022
Q1 | $886K | Buy |
20,639
+2,366
| +13% | +$102K | 0.01% | 676 |
|
|
2021
Q4 | $831K | Buy |
+18,273
| New | +$831K | 0.01% | 831 |
|