Private Client 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	$255K	Buy	5,529 +364	+7%	+$16.8K	0.1%	171
2025 Q1	$227K	Sell	5,165 -497	-9%	-$21.8K	0.11%	169
2024 Q4	$246K	Buy	+5,662	New	+$246K	0.13%	148