Simplicity Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$39.6M Buy
2020
Q3
$573K Sell
2020
Q2
$604K Buy
2020
Q1
$507K Sell
2019
Q4
$2.46M Sell
2019
Q3
$8.11M Buy
2019
Q2
$417K Sell
2019
Q1
$706K Buy
2018
Q4
$632K Buy
2018
Q1
Sell
2017
Q4
$292K Buy