RDA Financial Network’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 | $1.19M | Sell |
25,915
-175
| -0.7% | -$8.06K | 0.32% | 94 |
|
|
2025
Q1 | $1.14M | Sell |
26,090
-550
| -2% | -$24.1K | 0.34% | 88 |
|
|
2024
Q4 | $1.16M | Sell |
26,640
-900
| -3% | -$39.1K | 0.34% | 88 |
|
|
2024
Q3 | $1.24M | Sell |
27,540
-575
| -2% | -$25.9K | 0.39% | 76 |
|
|
2024
Q2 | $1.21M | Sell |
28,115
-150
| -0.5% | -$6.45K | 0.4% | 75 |
|
|
2024
Q1 | $1.21M | Sell |
28,265
-1,850
| -6% | -$79.1K | 0.41% | 68 |
|
|
2023
Q4 | $1.25M | Buy |
30,115
+850
| +3% | +$35.3K | 0.47% | 62 |
|
|
2023
Q3 | $1.14M | Buy |
29,265
+130
| +0.4% | +$5.06K | 0.49% | 58 |
|
|
2023
Q2 | $1.18M | Buy |
29,135
+1,600
| +6% | +$64.7K | 0.5% | 58 |
|
|
2023
Q1 | $1.1M | Sell |
27,535
-850
| -3% | -$33.9K | 0.5% | 59 |
|
|
2022
Q4 | $1.08M | Hold |
28,385
| – | – | 0.54% | 57 |
|
|
2022
Q3 | $1.04M | Sell |
28,385
-100
| -0.4% | -$3.66K | 0.57% | 57 |
|
|
2022
Q2 | $1.11M | Sell |
28,485
-125
| -0.4% | -$4.87K | 0.56% | 57 |
|
|
2022
Q1 | $1.23M | Buy |
28,610
+900
| +3% | +$38.7K | 0.52% | 58 |
|
|
2021
Q4 | $1.26M | Buy |
27,710
+300
| +1% | +$13.6K | 0.51% | 57 |
|
|
2021
Q3 | $1.23M | Buy |
27,410
+500
| +2% | +$22.4K | 0.54% | 57 |
|
|
2021
Q2 | $1.21M | Buy |
26,910
+850
| +3% | +$38.3K | 0.54% | 57 |
|
|
2021
Q1 | $1.14M | Buy |
26,060
+365
| +1% | +$15.9K | 0.49% | 58 |
|
|
2020
Q4 | $1.11M | Buy |
25,695
+695
| +3% | +$30K | 0.5% | 57 |
|
|
2020
Q3 | $1.03M | Sell |
25,000
-150
| -0.6% | -$6.16K | 0.46% | 62 |
|
|
2020
Q2 | $1M | Buy |
25,150
+9,075
| +56% | +$362K | 0.5% | 57 |
|
|
2020
Q1 | $591K | Sell |
16,075
-465
| -3% | -$17.1K | 0.36% | 73 |
|
|
2019
Q4 | $669K | Buy |
16,540
+775
| +5% | +$31.3K | 0.27% | 95 |
|
|
2019
Q3 | $626K | Buy |
15,765
+7,695
| +95% | +$306K | 0.27% | 97 |
|
|
2019
Q2 | $313K | Buy |
8,070
+1,850
| +30% | +$71.8K | 0.14% | 161 |
|
|
2019
Q1 | $237K | Buy |
+6,220
| New | +$237K | 0.11% | 182 |
|