RFA
RTD Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
8,771
+8
| +0.1% | +$368 | 0.05% | 81 |
|
|
2025
Q1 | $385K | Hold |
8,763
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $381K | Sell |
8,763
-3,002
| -26% | -$130K | 0.05% | 91 |
|
|
2024
Q3 | $531K | Sell |
11,765
-64
| -0.5% | -$2.89K | 0.07% | 78 |
|
|
2024
Q2 | $509K | Buy |
11,829
+51
| +0.4% | +$2.19K | 0.07% | 77 |
|
|
2024
Q1 | $504K | Sell |
11,778
-22
| -0.2% | -$941 | 0.07% | 75 |
|
|
2023
Q4 | $490K | Sell |
11,800
-2,865
| -20% | -$119K | 0.07% | 77 |
|
|
2023
Q3 | $571K | Sell |
14,665
-875
| -6% | -$34.1K | 0.09% | 69 |
|
|
2023
Q2 | $628K | Buy |
15,540
+6,147
| +65% | +$248K | 0.09% | 67 |
|
|
2023
Q1 | $374K | Sell |
9,393
-16
| -0.2% | -$638 | 0.06% | 80 |
|
|
2022
Q4 | $358K | Sell |
9,409
-8,696
| -48% | -$331K | 0.06% | 79 |
|
|
2022
Q3 | $663K | Sell |
18,105
-2,610
| -13% | -$95.6K | 0.12% | 63 |
|
|
2022
Q2 | $807K | Sell |
20,715
-936
| -4% | -$36.5K | 0.12% | 67 |
|
|
2022
Q1 | $930K | Buy |
21,651
+1,084
| +5% | +$46.6K | 0.13% | 64 |
|
|
2021
Q4 | $935K | Buy |
+20,567
| New | +$935K | 0.12% | 64 |
|