Smith Anglin Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
51,096
-1,121
| -2% | -$51.6K | 0.21% | 45 |
|
|
2025
Q1 | $2.29M | Buy |
52,217
+1,075
| +2% | +$47.2K | 0.24% | 43 |
|
|
2024
Q4 | $2.22M | Buy |
51,142
+282
| +0.6% | +$12.3K | 0.21% | 43 |
|
|
2024
Q3 | $2.29M | Sell |
50,860
-74
| -0.1% | -$3.34K | 0.22% | 40 |
|
|
2024
Q2 | $2.19M | Buy |
50,934
+130
| +0.3% | +$5.59K | 0.22% | 38 |
|
|
2024
Q1 | $2.17M | Sell |
50,804
-11,343
| -18% | -$485K | 0.22% | 39 |
|
|
2023
Q4 | $2.58M | Sell |
62,147
-32
| -0.1% | -$1.33K | 0.3% | 36 |
|
|
2023
Q3 | $2.42M | Buy |
62,179
+338
| +0.5% | +$13.2K | 0.29% | 42 |
|
|
2023
Q2 | $2.5M | Sell |
61,841
-1,070
| -2% | -$43.2K | 0.3% | 40 |
|
|
2023
Q1 | $2.51M | Buy |
62,911
+8,300
| +15% | +$331K | 0.37% | 32 |
|
|
2022
Q4 | $2.08M | Buy |
+54,611
| New | +$2.08M | 0.39% | 31 |
|