Plan Group Financial’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 | $741K | Sell |
16,103
-471
| -3% | -$21.7K | 0.24% | 93 |
|
|
2025
Q1 | $727K | Sell |
16,574
-1,605
| -9% | -$70.4K | 0.26% | 77 |
|
|
2024
Q4 | $790K | Sell |
18,179
-9,165
| -34% | -$398K | 0.42% | 57 |
|
|
2024
Q3 | $1.23M | Sell |
27,344
-1,817
| -6% | -$82K | 0.65% | 31 |
|
|
2024
Q2 | $1.25M | Buy |
29,161
+4,090
| +16% | +$176K | 0.77% | 25 |
|
|
2024
Q1 | $1.07M | Buy |
25,071
+1,682
| +7% | +$72K | 0.7% | 30 |
|
|
2023
Q4 | $971K | Sell |
23,389
-1,212
| -5% | -$50.3K | 0.85% | 24 |
|
|
2023
Q3 | $958K | Buy |
+24,601
| New | +$958K | 0.69% | 26 |
|