RFP Financial Group’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 | Sell |
5,544
-643
| -10% | -$29.6K | 0.11% | 84 |
|
|
2025
Q1 | $272K | Buy |
6,187
+475
| +8% | +$20.8K | 0.11% | 86 |
|
|
2024
Q4 | $248K | Buy |
+5,712
| New | +$248K | 0.1% | 84 |
|
|
2024
Q3 | – | Sell |
-3,073
| Closed | -$132K | – | 145 |
|
|
2024
Q2 | $132K | Sell |
3,073
-1,384
| -31% | -$59.5K | 0.05% | 142 |
|
|
2024
Q1 | $191K | Buy |
4,457
+914
| +26% | +$39.1K | 0.07% | 93 |
|
|
2023
Q4 | $147K | Buy |
3,543
+1,393
| +65% | +$57.8K | 0.06% | 107 |
|
|
2023
Q3 | $83.7K | Buy |
2,150
+1,784
| +487% | +$69.4K | 0.04% | 159 |
|
|
2023
Q2 | $14.8K | Buy |
366
+226
| +161% | +$9.14K | 0.01% | 359 |
|
|
2023
Q1 | $5.57K | Sell |
140
-402
| -74% | -$16K | 0.01% | 378 |
|
|
2022
Q4 | $20.6K | Buy |
+542
| New | +$20.6K | 0.01% | 281 |
|