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
2026 Q1	$129K	Hold	2,718	–	–	0.02%	246
2025 Q4	$130K	Buy	2,718 +40	+1%	+$1.91K	0.02%	254
2025 Q3	$127K	Buy	2,678 +19	+0.7%	+$883	0.02%	265
2025 Q2	$122K	Sell	2,659 -571	-18%	-$25.2K	0.02%	254
2025 Q1	$142K	Hold	3,230	–	–	0.03%	222
2024 Q4	$140K	Buy	3,230 +42	+1%	+$1.86K	0.03%	220
2024 Q3	$144K	Sell	3,188 -291	-8%	-$12.8K	0.03%	217
2024 Q2	$150K	Buy	3,479 +13	+0.4%	+$551	0.03%	207
2024 Q1	$148K	Sell	3,466 -3,205	-48%	-$134K	0.03%	207
2023 Q4	$277K	Sell	6,671 -366	-5%	-$14.5K	0.06%	146
2023 Q3	$274K	Buy	7,037 +44	+0.6%	+$1.76K	0.07%	138
2023 Q2	$283K	Buy	6,993 +12	+0.2%	+$479	0.07%	137
2023 Q1	$278K	Buy	6,981 +190	+3%	+$7.47K	0.07%	131
2022 Q4	$258K	Buy	6,791 +11	+0.2%	+$417	0.07%	129
2022 Q3	$248K	Sell	6,780 -420	-6%	-$16.4K	0.07%	130
2022 Q2	$280K	Buy	7,200 +685	+11%	+$27.7K	0.08%	121
2022 Q1	$279K	Buy	6,515 +14	+0.2%	+$610	0.07%	134
2021 Q4	$296K	Buy	6,501 +6	+0.1%	+$272	0.07%	132
2021 Q3	$290K	Buy	6,495 +10	+0.2%	+$454	0.07%	131
2021 Q2	$292K	Sell	6,485 -240	-4%	-$10.7K	0.08%	128
2021 Q1	$292K	Sell	6,725 -414	-6%	-$18K	0.08%	123
2020 Q4	$313K	Buy	+7,139	New	+$301K	0.09%	114