Rothschild Investment LLC’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
2024 Q3	–	Hold	0	–	–	–	2894
2024 Q2	–	Sell	-3,900	Closed	-$167K	–	2810
2024 Q1	$167K	Sell	3,900 -400	-9%	-$17.1K	0.01%	502
2023 Q4	$178K	Buy	+4,300	New	+$178K	0.02%	430