Oxford Financial Group’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 | $25.4K | Hold |
552
| – | – | ﹤0.01% | 239 |
|
|
2025
Q1 | $24.2K | Hold |
552
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $24K | Hold |
552
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $24.9K | Hold |
552
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $23.7K | Hold |
552
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $23.6K | Hold |
552
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $22.9K | Sell |
552
-378
| -41% | -$15.7K | ﹤0.01% | 273 |
|
|
2023
Q3 | $36.2K | Hold |
930
| – | – | ﹤0.01% | 240 |
|
|
2023
Q2 | $37.6K | Hold |
930
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $37.1K | Hold |
930
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $35.3K | Hold |
930
| – | – | ﹤0.01% | 226 |
|
|
2022
Q3 | $34K | Hold |
930
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $36K | Sell |
930
-105
| -10% | -$4.07K | 0.01% | 224 |
|
|
2022
Q1 | $44K | Hold |
1,035
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $47K | Hold |
1,035
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $46K | Sell |
1,035
-118
| -10% | -$5.24K | 0.01% | 213 |
|
|
2021
Q2 | $52K | Hold |
1,153
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $50K | Buy |
1,153
+620
| +116% | +$26.9K | 0.01% | 188 |
|
|
2020
Q4 | $23K | Buy |
+533
| New | +$23K | ﹤0.01% | 190 |
|