Signature Estate & Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell
2025 Q2	$201K	Buy
2025 Q1	–	Sell
2024 Q4	$200K	Sell
2024 Q3	$220K	Sell
2024 Q2	$215K	Buy