Sagespring Wealth Partners’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	$313K	Sell	6,803 -26	-0.4%	-$1.2K	0.01%	566
2025 Q1	$300K	Sell	6,829 -234	-3%	-$10.3K	0.01%	518
2024 Q4	$307K	Buy	+7,063	New	+$307K	0.01%	474