One Capital 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 | $1.53M | Sell |
33,141
-31,016
| -48% | -$1.43M | 0.05% | 177 |
|
|
2025
Q1 | $2.82M | Buy |
64,157
+24,492
| +62% | +$1.07M | 0.1% | 149 |
|
|
2024
Q4 | $1.72M | Sell |
39,665
-194
| -0.5% | -$8.43K | 0.06% | 170 |
|
|
2024
Q3 | $1.8M | Buy |
39,859
+506
| +1% | +$22.8K | 0.06% | 176 |
|
|
2024
Q2 | $1.69M | Sell |
39,353
-157
| -0.4% | -$6.75K | 0.06% | 177 |
|
|
2024
Q1 | $1.69M | Buy |
39,510
+1,490
| +4% | +$63.7K | 0.06% | 151 |
|
|
2023
Q4 | $1.58M | Sell |
38,020
-18,042
| -32% | -$749K | 0.06% | 157 |
|
|
2023
Q3 | $2.18M | Sell |
56,062
-9,221
| -14% | -$359K | 0.1% | 137 |
|
|
2023
Q2 | $2.64M | Buy |
65,283
+18,653
| +40% | +$754K | 0.12% | 131 |
|
|
2023
Q1 | $1.86M | Buy |
46,630
+2,017
| +5% | +$80.4K | 0.09% | 142 |
|
|
2022
Q4 | $1.7M | Buy |
44,613
+34,844
| +357% | +$1.32M | 0.09% | 143 |
|
|
2022
Q3 | $357K | Buy |
9,769
+4,288
| +78% | +$157K | 0.02% | 233 |
|
|
2022
Q2 | $213K | Buy |
+5,481
| New | +$213K | 0.01% | 296 |
|