Parallel Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Parallel Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$71.6K	Sell	1,554 -97	-6%	-$4.47K	﹤0.01%	1530
2025 Q1	$72.5K	Hold	1,651	–	–	﹤0.01%	1425
2024 Q4	$71.7K	Sell	1,651 -78	-5%	-$3.39K	﹤0.01%	1428
2024 Q3	$78K	Sell	1,729 -650	-27%	-$29.3K	﹤0.01%	1380
2024 Q2	$102K	Sell	2,379 -5,107	-68%	-$220K	﹤0.01%	1169
2024 Q1	$320K	Buy	7,486 +600	+9%	+$25.7K	0.01%	682
2023 Q4	$286K	Buy	6,886 +2,102	+44%	+$87.3K	0.01%	666
2023 Q3	$186K	Hold	4,784	–	–	0.01%	809
2023 Q2	$193K	Buy	4,784 +852	+22%	+$34.4K	0.01%	789
2023 Q1	$157K	Hold	3,932	–	–	0.01%	870
2022 Q4	$149K	Hold	3,932	–	–	0.01%	828
2022 Q3	$144K	Buy	3,932 +2,720	+224%	+$99.6K	0.01%	794
2022 Q2	$47K	Hold	1,212	–	–	﹤0.01%	1277
2022 Q1	$52K	Hold	1,212	–	–	﹤0.01%	1257
2021 Q4	$55K	Sell	1,212 -240	-17%	-$10.9K	﹤0.01%	1253
2021 Q3	$65K	Hold	1,452	–	–	﹤0.01%	1149
2021 Q2	$65K	Hold	1,452	–	–	﹤0.01%	1099
2021 Q1	$63K	Sell	1,452 -366	-20%	-$15.9K	﹤0.01%	1063
2020 Q4	$79K	Hold	1,818	–	–	﹤0.01%	889
2020 Q3	$75K	Hold	1,818	–	–	﹤0.01%	872
2020 Q2	$72K	Buy	1,818 +1,570	+633%	+$62.2K	﹤0.01%	892
2020 Q1	$9K	Buy	248 +15	+6%	+$544	﹤0.01%	1627
2019 Q4	$9K	Hold	233	–	–	﹤0.01%	1750
2019 Q3	$9K	Hold	233	–	–	﹤0.01%	1692
2019 Q2	$9K	Sell	233 -812	-78%	-$31.4K	﹤0.01%	1608
2019 Q1	$40K	Hold	1,045	–	–	﹤0.01%	922
2018 Q4	$37K	Sell	1,045 -1,500	-59%	-$53.1K	0.01%	858
2018 Q3	$96K	Buy	2,545 +262	+11%	+$9.88K	0.01%	616
2018 Q2	$85K	Buy	2,283 +783	+52%	+$29.2K	0.01%	578
2018 Q1	$57K	Hold	1,500	–	–	0.01%	645
2017 Q4	$57K	Sell	1,500 -5	-0.3%	-$190	0.01%	658
2017 Q3	$57K	Hold	1,505	–	–	0.01%	631
2017 Q2	$56K	Sell	1,505 -60	-4%	-$2.23K	0.01%	652
2017 Q1	$58K	Hold	1,565	–	–	0.01%	607
2016 Q4	$55K	Buy	+1,565	New	+$55K	0.01%	552