Ritholtz Wealth Management’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 | $907K | Sell |
19,699
-731
| -4% | -$33.7K | 0.02% | 476 |
|
|
2025
Q1 | $896K | Sell |
20,430
-648
| -3% | -$28.4K | 0.03% | 430 |
|
|
2024
Q4 | $916K | Sell |
21,078
-191
| -0.9% | -$8.3K | 0.03% | 387 |
|
|
2024
Q3 | $959K | Sell |
21,269
-1,495
| -7% | -$67.4K | 0.03% | 379 |
|
|
2024
Q2 | $979K | Sell |
22,764
-692
| -3% | -$29.8K | 0.03% | 355 |
|
|
2024
Q1 | $1M | Sell |
23,456
-6
| -0% | -$257 | 0.03% | 357 |
|
|
2023
Q4 | $974K | Buy |
23,462
+1,653
| +8% | +$68.6K | 0.04% | 328 |
|
|
2023
Q3 | $849K | Sell |
21,809
-1,235
| -5% | -$48.1K | 0.04% | 326 |
|
|
2023
Q2 | $931K | Buy |
23,044
+1,818
| +9% | +$73.5K | 0.04% | 292 |
|
|
2023
Q1 | $846K | Buy |
21,226
+1,165
| +6% | +$46.4K | 0.04% | 300 |
|
|
2022
Q4 | $763K | Sell |
20,061
-4,816
| -19% | -$183K | 0.04% | 287 |
|
|
2022
Q3 | $911K | Sell |
24,877
-18,299
| -42% | -$670K | 0.05% | 262 |
|
|
2022
Q2 | $1.68M | Buy |
43,176
+18,919
| +78% | +$737K | 0.11% | 117 |
|
|
2022
Q1 | $1.04M | Sell |
24,257
-124
| -0.5% | -$5.33K | 0.07% | 176 |
|
|
2021
Q4 | $1.11M | Buy |
24,381
+298
| +1% | +$13.6K | 0.07% | 155 |
|
|
2021
Q3 | $1.08M | Sell |
24,083
-1,561
| -6% | -$69.8K | 0.07% | 130 |
|
|
2021
Q2 | $1.16M | Sell |
25,644
-386
| -1% | -$17.4K | 0.08% | 119 |
|
|
2021
Q1 | $1.13M | Buy |
26,030
+2,322
| +10% | +$101K | 0.09% | 100 |
|
|
2020
Q4 | $1.02M | Buy |
23,708
+487
| +2% | +$21K | 0.1% | 88 |
|
|
2020
Q3 | $953K | Buy |
23,221
+3,386
| +17% | +$139K | 0.11% | 79 |
|
|
2020
Q2 | $791K | Buy |
19,835
+2,347
| +13% | +$93.6K | 0.1% | 81 |
|
|
2020
Q1 | $642K | Buy |
17,488
+603
| +4% | +$22.1K | 0.1% | 66 |
|
|
2019
Q4 | $678K | Sell |
16,885
-874
| -5% | -$35.1K | 0.1% | 68 |
|
|
2019
Q3 | $698K | Buy |
17,759
+1,229
| +7% | +$48.3K | 0.11% | 63 |
|
|
2019
Q2 | $645K | Buy |
16,530
+4,801
| +41% | +$187K | 0.11% | 59 |
|
|
2019
Q1 | $446K | Sell |
11,729
-1,129
| -9% | -$42.9K | 0.08% | 78 |
|
|
2018
Q4 | $459K | Buy |
12,858
+5,826
| +83% | +$208K | 0.1% | 73 |
|
|
2018
Q3 | $266K | Buy |
+7,032
| New | +$266K | 0.07% | 96 |
|