Richard Bernstein Advisors’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 | $2.65K | Buy |
57
+53
| +1,325% | +$2.46K | ﹤0.01% | 208 |
|
|
2025
Q1 | $169 | Buy |
+4
| New | +$169 | ﹤0.01% | 223 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 219 |
|
|
2024
Q2 | – | Sell |
-616
| Closed | -$26.3K | – | 210 |
|
|
2024
Q1 | $26.3K | Sell |
616
-187
| -23% | -$8K | ﹤0.01% | 211 |
|
|
2023
Q4 | $33.4K | Sell |
803
-8,026
| -91% | -$333K | ﹤0.01% | 205 |
|
|
2023
Q3 | $344K | Buy |
8,829
+8,827
| +441,350% | +$344K | 0.01% | 198 |
|
|
2023
Q2 | $80 | Sell |
2
-238
| -99% | -$9.52K | ﹤0.01% | 175 |
|
|
2023
Q1 | $9.57K | Buy |
+240
| New | +$9.57K | ﹤0.01% | 203 |
|