RTD Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Buy |
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|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $935K | Buy |
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