Salomon & Ludwin’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 | $81.5K | Hold |
1,780
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $78.1K | Hold |
1,780
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $77.3K | Sell |
1,780
-45
| -2% | -$1.96K | 0.01% | 202 |
|
|
2024
Q3 | $82.3K | Hold |
1,825
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $78.5K | Sell |
1,825
-2,040
| -53% | -$87.7K | 0.01% | 217 |
|
|
2024
Q1 | $165K | Hold |
3,865
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $150K | Hold |
3,865
| – | – | 0.02% | 190 |
|
|
2023
Q3 | $150K | Buy |
+3,865
| New | +$150K | 0.02% | 190 |
|