Sagespring Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sagespring Wealth Partners’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$315K	Sell
2025 Q2	$313K	Sell
2025 Q1	$300K	Sell
2024 Q4	$307K	Buy