Philip James Wealth Mangement’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Philip James Wealth Mangement’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$221K	Buy
2025 Q1	$210K	Sell
2024 Q4	$243K	Buy
2024 Q3	$247K	Buy
2024 Q2	$232K	Sell
2024 Q1	$235K	Sell
2023 Q4	$232K	Buy