Philip James Wealth Mangement’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 | $221K | Buy |
4,805
+17
| +0.4% | +$783 | 0.03% | 160 |
|
|
2025
Q1 | $210K | Sell |
4,788
-800
| -14% | -$35.1K | 0.03% | 160 |
|
|
2024
Q4 | $243K | Buy |
5,588
+119
| +2% | +$5.17K | 0.03% | 153 |
|
|
2024
Q3 | $247K | Buy |
5,469
+70
| +1% | +$3.16K | 0.03% | 144 |
|
|
2024
Q2 | $232K | Sell |
5,399
-87
| -2% | -$3.74K | 0.15% | 63 |
|
|
2024
Q1 | $235K | Sell |
5,486
-96
| -2% | -$4.11K | 0.17% | 62 |
|
|
2023
Q4 | $232K | Buy |
+5,582
| New | +$232K | 0.18% | 65 |
|