Rockefeller Capital Management
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Rockefeller Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Rockefeller Capital Management’s Portfolio AOM Stock Details AOM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$286K Buy
2023
Q1 		– Sell
2022
Q4 		$748K Buy
2022
Q3 		$77K Sell
2022
Q2 		$127K Buy
2022
Q1 		– Sell
2021
Q4 		$164K Buy