Orion Portfolio Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,630
Closed -$462K 1882
2024
Q4
$462K Buy
+10,630
New +$462K ﹤0.01% 1378
2024
Q1
Sell
-112,171
Closed -$4.62M 1684
2023
Q4
$4.62M Buy
+112,171
New +$4.62M 0.05% 321