SimpliFi Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $290K | Buy |
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