Smith Anglin Financial’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	$2.35M	Sell	51,096 -1,121	-2%	-$49.5K	0.21%	45
2025 Q1	$2.29M	Buy	52,217 +1,075	+2%	+$47.3K	0.24%	43
2024 Q4	$2.22M	Buy	51,142 +282	+0.6%	+$12.5K	0.21%	43
2024 Q3	$2.29M	Sell	50,860 -74	-0.1%	-$3.25K	0.22%	40
2024 Q2	$2.19M	Buy	50,934 +130	+0.3%	+$5.51K	0.22%	38
2024 Q1	$2.17M	Sell	50,804 -11,343	-18%	-$474K	0.22%	39
2023 Q4	$2.58M	Sell	62,147 -32	-0.1%	-$1.27K	0.3%	36
2023 Q3	$2.42M	Buy	62,179 +338	+0.5%	+$13.5K	0.29%	42
2023 Q2	$2.5M	Sell	61,841 -1,070	-2%	-$42.7K	0.3%	40
2023 Q1	$2.51M	Buy	62,911 +8,300	+15%	+$326K	0.37%	32
2022 Q4	$2.08M	Buy	+54,611	New	+$2.07M	0.39%	31