Northwest Wealth Management’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 | $229K | Buy |
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|
2025
Q2 | $222K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $665K | Buy |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $811K | Buy |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $757K | Sell |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $639K | Sell |
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|
2020
Q1 | $667K | Sell |
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|
2019
Q4 | $849K | Buy |
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|
2019
Q3 | $623K | Buy |
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|
2019
Q2 | $611K | Sell |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $939K | Sell |
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|
2018
Q1 | $951K | Buy |
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|
2017
Q4 | $656K | Buy |
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|
2017
Q3 | $623K | Sell |
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|
2017
Q2 | $778K | Sell |
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|
2017
Q1 | $780K | Buy |
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|
2016
Q4 | $735K | Buy |
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