SOA Wealth Advisors’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 | $122K | Sell |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $140K | Buy |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $148K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $313K | Buy |
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