Northwestern Mutual Wealth Management’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 | $37.2K | Sell |
809
-17
| -2% | -$783 | ﹤0.01% | 2367 |
|
|
2025
Q1 | $36.2K | Sell |
826
-862
| -51% | -$37.8K | ﹤0.01% | 2292 |
|
|
2024
Q4 | $73.3K | Buy |
1,688
+1,230
| +269% | +$53.4K | ﹤0.01% | 2033 |
|
|
2024
Q3 | $20.7K | Buy |
458
+67
| +17% | +$3.02K | ﹤0.01% | 2456 |
|
|
2024
Q2 | $16.8K | Buy |
391
+136
| +53% | +$5.85K | ﹤0.01% | 2454 |
|
|
2024
Q1 | $10.9K | Hold |
255
| – | – | ﹤0.01% | 2613 |
|
|
2023
Q4 | $10.6K | Sell |
255
-5
| -2% | -$208 | ﹤0.01% | 2614 |
|
|
2023
Q3 | $10.1K | Buy |
260
+5
| +2% | +$195 | ﹤0.01% | 2531 |
|
|
2023
Q2 | $10.3K | Sell |
255
-2,477
| -91% | -$100K | ﹤0.01% | 2564 |
|
|
2023
Q1 | $109K | Buy |
2,732
+2,477
| +971% | +$98.7K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $9.69K | Buy |
+255
| New | +$9.69K | ﹤0.01% | 2513 |
|
|
2022
Q3 | – | Sell |
-445
| Closed | -$17K | – | 3100 |
|
|
2022
Q2 | $17K | Buy |
+445
| New | +$17K | ﹤0.01% | 2310 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$9K | – | 2997 |
|
|
2021
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 2453 |
|
|
2021
Q1 | – | Sell |
-78
| Closed | -$3K | – | 2755 |
|
|
2020
Q4 | $3K | Sell |
78
-4,109
| -98% | -$158K | ﹤0.01% | 2446 |
|
|
2020
Q3 | $172K | Buy |
+4,187
| New | +$172K | ﹤0.01% | 1073 |
|
|
2020
Q1 | – | Sell |
-1,459
| Closed | -$59K | – | 2538 |
|
|
2019
Q4 | $59K | Buy |
+1,459
| New | +$59K | ﹤0.01% | 1400 |
|
|
2019
Q1 | – | Sell |
-1,239
| Closed | -$44K | – | 2516 |
|
|
2018
Q4 | $44K | Buy |
+1,239
| New | +$44K | ﹤0.01% | 1299 |
|