Signature Estate & Investment Advisors’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	$201K	Buy	+4,364	New	+$201K	﹤0.01%	558
2025 Q1	–	Sell	-4,610	Closed	-$200K	–	549
2024 Q4	$200K	Sell	4,610 -270	-6%	-$11.7K	0.01%	520
2024 Q3	$220K	Sell	4,880 -115	-2%	-$5.19K	0.01%	483
2024 Q2	$215K	Buy	+4,995	New	+$215K	0.01%	475