Northstar Group’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 | $806K | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $841K | Buy |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $830K | Sell |
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|
2023
Q3 | $864K | Buy |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $904K | Sell |
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|
2022
Q4 | $888K | Sell |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.79M | Sell |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $2.36M | Sell |
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|
2018
Q1 | $2.43M | Buy |
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|
2017
Q4 | $2.14M | Buy |
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|
2017
Q3 | $1.42M | Buy |
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|
2017
Q2 | $892K | Buy |
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