RFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $562K | Buy |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $506K | Buy |
|
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.06M | Buy |
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|
2016
Q1 | $2M | Buy |
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|
2015
Q4 | $1.09M | Buy |
|