Pacific Center for Financial Services’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 | $71.6K | Buy |
1,554
+9
| +0.6% | +$414 | 0.02% | 162 |
|
|
2025
Q1 | $67.8K | Hold |
1,545
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $67.1K | Buy |
1,545
+27
| +2% | +$1.17K | 0.02% | 166 |
|
|
2024
Q3 | $68.5K | Sell |
1,518
-756
| -33% | -$34.1K | 0.02% | 161 |
|
|
2024
Q2 | $97.8K | Sell |
2,274
-135
| -6% | -$5.81K | 0.03% | 132 |
|
|
2024
Q1 | $103K | Buy |
2,409
+18
| +0.8% | +$770 | 0.03% | 132 |
|
|
2023
Q4 | $99.3K | Buy |
2,391
+9
| +0.4% | +$374 | 0.03% | 129 |
|
|
2023
Q3 | $92.7K | Buy |
2,382
+12
| +0.5% | +$467 | 0.03% | 129 |
|
|
2023
Q2 | $95.8K | Buy |
2,370
+8
| +0.3% | +$323 | 0.03% | 127 |
|
|
2023
Q1 | $94.2K | Buy |
+2,362
| New | +$94.2K | 0.03% | 128 |
|
|
2022
Q3 | $86K | Buy |
2,343
+11
| +0.5% | +$404 | 0.03% | 119 |
|
|
2022
Q2 | $91K | Buy |
2,332
+5
| +0.2% | +$195 | 0.04% | 117 |
|
|
2022
Q1 | $100K | Hold |
2,327
| – | – | 0.04% | 118 |
|
|
2021
Q4 | $106K | Buy |
2,327
+14
| +0.6% | +$638 | 0.04% | 118 |
|
|
2021
Q3 | $103K | Buy |
2,313
+6
| +0.3% | +$267 | 0.04% | 110 |
|
|
2021
Q2 | $104K | Buy |
2,307
+4
| +0.2% | +$180 | 0.05% | 110 |
|
|
2021
Q1 | $100K | Buy |
2,303
+9
| +0.4% | +$391 | 0.05% | 112 |
|
|
2020
Q4 | $99K | Buy |
2,294
+6
| +0.3% | +$259 | 0.04% | 105 |
|
|
2020
Q3 | $94K | Buy |
2,288
+10
| +0.4% | +$411 | 0.04% | 90 |
|
|
2020
Q2 | $91K | Buy |
2,278
+8
| +0.4% | +$320 | 0.04% | 89 |
|
|
2020
Q1 | $83K | Buy |
2,270
+779
| +52% | +$28.5K | 0.05% | 88 |
|
|
2019
Q4 | $60K | Hold |
1,491
| – | – | 0.03% | 108 |
|
|
2019
Q3 | $59K | Sell |
1,491
-324
| -18% | -$12.8K | 0.03% | 106 |
|
|
2019
Q2 | $71K | Sell |
1,815
-2,070
| -53% | -$81K | 0.04% | 98 |
|
|
2019
Q1 | $148K | Sell |
3,885
-271
| -7% | -$10.3K | 0.08% | 65 |
|
|
2018
Q4 | $148K | Sell |
4,156
-1,679
| -29% | -$59.8K | 0.08% | 59 |
|
|
2018
Q3 | $221K | Hold |
5,835
| – | – | 0.11% | 48 |
|
|
2018
Q2 | $219K | Hold |
5,835
| – | – | 0.13% | 48 |
|
|
2018
Q1 | $220K | Hold |
5,835
| – | – | 0.13% | 45 |
|
|
2017
Q4 | $222K | Hold |
5,835
| – | – | 0.14% | 43 |
|
|
2017
Q3 | $222K | Sell |
5,835
-675
| -10% | -$25.7K | 0.14% | 45 |
|
|
2017
Q2 | $243K | Sell |
6,510
-671
| -9% | -$25K | 0.16% | 41 |
|
|
2017
Q1 | $261K | Hold |
7,181
| – | – | 0.18% | 37 |
|
|
2016
Q4 | $253K | Buy |
+7,181
| New | +$253K | 0.19% | 40 |
|