Reston Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-117	Closed	-$5.27K	–	77
2024 Q3	$5.27K	Sell	117 -18,889	-99%	-$828K	﹤0.01%	302
2024 Q2	$817K	Sell	19,006 -821	-4%	-$34.8K	0.33%	24
2024 Q1	$848K	Sell	19,827 -620	-3%	-$25.9K	0.34%	22
2023 Q4	$849K	Buy	20,447 +1,594	+8%	+$63.2K	0.39%	22
2023 Q3	$734K	Sell	18,853 -14,533	-44%	-$581K	0.37%	21
2023 Q2	$1.35M	Sell	33,386 -525	-2%	-$21K	0.64%	16
2023 Q1	$1.35M	Buy	33,911 +1,411	+4%	+$55.4K	0.71%	16
2022 Q4	$1.24M	Sell	32,500 -101	-0.3%	-$3.83K	0.68%	17
2022 Q3	$1.19M	Sell	32,601 -18,243	-36%	-$715K	0.71%	17
2022 Q2	$1.98M	Sell	50,844 -1,528	-3%	-$61.8K	1.1%	13
2022 Q1	$2.25M	Buy	52,372 +221	+0.4%	+$9.63K	1.15%	15
2021 Q4	$2.37M	Buy	52,151 +3,150	+6%	+$143K	1.15%	15
2021 Q3	$2.19M	Sell	49,001 -95,007	-66%	-$4.31M	1.14%	14
2021 Q2	$6.49M	Buy	144,008 +23,697	+20%	+$1.06M	3.25%	9
2021 Q1	$5.24M	Sell	120,311 -10,134	-8%	-$441K	2.74%	7
2020 Q4	$5.63M	Sell	130,445 -4,552	-3%	-$192K	3.2%	7
2020 Q3	$5.54M	Sell	134,997 -716	-0.5%	-$29.3K	3.56%	6
2020 Q2	$5.41M	Sell	135,713 -12,326	-8%	-$476K	3.72%	6
2020 Q1	$5.44M	Sell	148,039 -34,094	-19%	-$1.34M	4.37%	5
2019 Q4	$7.31M	Buy	182,133 +19,548	+12%	+$774K	5.84%	5
2019 Q3	$6.39M	Buy	162,585 +21,555	+15%	+$840K	5.71%	5
2019 Q2	$5.5M	Buy	141,030 +4,345	+3%	+$166K	4.32%	8
2019 Q1	$5.24M	Buy	136,685 +47,667	+54%	+$1.77M	4.2%	8
2018 Q4	$3.18M	Buy	+89,018	New	+$3.25M	3.03%	8