SI
SimpliFi Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
8,443
+34
| +0.4% | +$1.57K | 0.17% | 38 |
|
|
2025
Q1 | $369K | Buy |
8,409
+72
| +0.9% | +$3.16K | 0.17% | 37 |
|
|
2024
Q4 | $362K | Sell |
8,337
-738
| -8% | -$32.1K | 0.17% | 37 |
|
|
2024
Q3 | $409K | Buy |
9,075
+76
| +0.8% | +$3.43K | 0.18% | 36 |
|
|
2024
Q2 | $387K | Sell |
8,999
-2,653
| -23% | -$114K | 0.18% | 35 |
|
|
2024
Q1 | $498K | Buy |
11,652
+712
| +7% | +$30.5K | 0.23% | 28 |
|
|
2023
Q4 | $426K | Hold |
10,940
| – | – | 0.21% | 25 |
|
|
2023
Q3 | $426K | Sell |
10,940
-118
| -1% | -$4.59K | 0.21% | 25 |
|
|
2023
Q2 | $447K | Buy |
11,058
+2,330
| +27% | +$94.2K | 0.21% | 26 |
|
|
2023
Q1 | $348K | Buy |
8,728
+1,863
| +27% | +$74.3K | 0.17% | 28 |
|
|
2022
Q4 | $261K | Sell |
6,865
-4,456
| -39% | -$169K | 0.14% | 24 |
|
|
2022
Q3 | $414K | Buy |
11,321
+60
| +0.5% | +$2.19K | 0.21% | 22 |
|
|
2022
Q2 | $439K | Buy |
11,261
+395
| +4% | +$15.4K | 0.22% | 22 |
|
|
2022
Q1 | $467K | Sell |
10,866
-6
| -0.1% | -$258 | 0.21% | 22 |
|
|
2021
Q4 | $494K | Buy |
10,872
+4,112
| +61% | +$187K | 0.22% | 23 |
|
|
2021
Q3 | $302K | Buy |
6,760
+319
| +5% | +$14.3K | 0.14% | 22 |
|
|
2021
Q2 | $290K | Buy |
+6,441
| New | +$290K | 0.13% | 22 |
|