Royal Fund 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 | $4.91M | Buy |
106,655
+2,511
| +2% | +$116K | 0.49% | 62 |
|
|
2025
Q1 | $4.58M | Buy |
104,144
+2,486
| +2% | +$109K | 0.51% | 65 |
|
|
2024
Q4 | $4.43M | Buy |
101,658
+1,271
| +1% | +$55.3K | 0.41% | 71 |
|
|
2024
Q3 | $4.54M | Buy |
100,387
+15,360
| +18% | +$694K | 0.27% | 90 |
|
|
2024
Q2 | $3.67M | Buy |
85,027
+2,120
| +3% | +$91.4K | 0.3% | 70 |
|
|
2024
Q1 | $3.55M | Buy |
82,907
+5,452
| +7% | +$233K | 0.35% | 80 |
|
|
2023
Q4 | $3.22M | Buy |
77,455
+140
| +0.2% | +$5.81K | 0.36% | 85 |
|
|
2023
Q3 | $3.01M | Buy |
77,315
+2,898
| +4% | +$113K | 0.41% | 83 |
|
|
2023
Q2 | $3.01M | Sell |
74,417
-1,090
| -1% | -$44K | 0.37% | 82 |
|
|
2023
Q1 | $3.01M | Sell |
75,507
-348
| -0.5% | -$13.9K | 0.43% | 81 |
|
|
2022
Q4 | $2.88M | Sell |
75,855
-783
| -1% | -$29.8K | 0.46% | 78 |
|
|
2022
Q3 | $2.81M | Sell |
76,638
-1,050
| -1% | -$38.4K | 0.51% | 72 |
|
|
2022
Q2 | $3.03M | Buy |
77,688
+2,143
| +3% | +$83.5K | 0.5% | 75 |
|
|
2022
Q1 | $3.25M | Buy |
75,545
+8,430
| +13% | +$362K | 0.47% | 70 |
|
|
2021
Q4 | $3.05M | Buy |
67,115
+8,020
| +14% | +$365K | 0.44% | 80 |
|
|
2021
Q3 | $2.64M | Buy |
59,095
+9,641
| +19% | +$431K | 0.39% | 86 |
|
|
2021
Q2 | $2.23M | Buy |
49,454
+6,685
| +16% | +$301K | 0.37% | 85 |
|
|
2021
Q1 | $1.86M | Buy |
42,769
+10,913
| +34% | +$475K | 0.34% | 87 |
|
|
2020
Q4 | $1.38M | Buy |
31,856
+13,586
| +74% | +$587K | 0.29% | 83 |
|
|
2020
Q3 | $749K | Buy |
18,270
+5,982
| +49% | +$245K | 0.19% | 90 |
|
|
2020
Q2 | $489K | Buy |
12,288
+6,750
| +122% | +$269K | 0.17% | 102 |
|
|
2020
Q1 | $203K | Buy |
5,538
+4,433
| +401% | +$162K | 0.08% | 140 |
|
|
2019
Q4 | $44K | Buy |
+1,105
| New | +$44K | 0.01% | 251 |
|