RPg Family Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,471
Closed -$106K 90
2022
Q1
$106K Hold
2,471
0.05% 127
2021
Q4
$112K Sell
2,471
-229
-8% -$10.4K 0.04% 133
2021
Q3
$121K Hold
2,700
0.05% 137
2021
Q2
$122K Buy
+2,700
New +$120K 0.05% 142
2020
Q4
$125K Hold
2,883
0.06% 131
2020
Q3
$118K Hold
2,883
0.06% 132
2020
Q2
$115K Sell
2,883
-973
-25% -$37.5K 0.07% 128
2020
Q1
$142K Sell
3,856
-1,200
-24% -$47K 0.11% 95
2019
Q4
$203K Sell
5,056
-1,785
-26% -$70.7K 0.12% 98
2019
Q3
$269K Buy
6,841
+60
+0.9% +$2.34K 0.16% 86
2019
Q2
$265K Sell
6,781
-409
-6% -$15.6K 0.16% 85
2019
Q1
$274K Buy
+7,190
New +$267K 0.16% 87

Other funds holding AOM