SWA
SOA Wealth Advisors’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 | $122K | Sell |
2,659
-571
| -18% | -$26.3K | 0.02% | 254 |
|
|
2025
Q1 | $142K | Hold |
3,230
| – | – | 0.03% | 222 |
|
|
2024
Q4 | $140K | Buy |
3,230
+42
| +1% | +$1.82K | 0.03% | 220 |
|
|
2024
Q3 | $144K | Sell |
3,188
-291
| -8% | -$13.1K | 0.03% | 217 |
|
|
2024
Q2 | $150K | Buy |
3,479
+13
| +0.4% | +$559 | 0.03% | 207 |
|
|
2024
Q1 | $148K | Sell |
3,466
-3,205
| -48% | -$137K | 0.03% | 207 |
|
|
2023
Q4 | $277K | Sell |
6,671
-366
| -5% | -$15.2K | 0.06% | 146 |
|
|
2023
Q3 | $274K | Buy |
7,037
+44
| +0.6% | +$1.71K | 0.07% | 138 |
|
|
2023
Q2 | $283K | Buy |
6,993
+12
| +0.2% | +$485 | 0.07% | 137 |
|
|
2023
Q1 | $278K | Buy |
6,981
+190
| +3% | +$7.57K | 0.07% | 131 |
|
|
2022
Q4 | $258K | Buy |
6,791
+11
| +0.2% | +$418 | 0.07% | 129 |
|
|
2022
Q3 | $248K | Sell |
6,780
-420
| -6% | -$15.4K | 0.07% | 130 |
|
|
2022
Q2 | $280K | Buy |
7,200
+685
| +11% | +$26.6K | 0.08% | 121 |
|
|
2022
Q1 | $279K | Buy |
6,515
+14
| +0.2% | +$600 | 0.07% | 134 |
|
|
2021
Q4 | $296K | Buy |
6,501
+6
| +0.1% | +$273 | 0.07% | 132 |
|
|
2021
Q3 | $290K | Buy |
6,495
+10
| +0.2% | +$446 | 0.07% | 131 |
|
|
2021
Q2 | $292K | Sell |
6,485
-240
| -4% | -$10.8K | 0.08% | 128 |
|
|
2021
Q1 | $292K | Sell |
6,725
-414
| -6% | -$18K | 0.08% | 123 |
|
|
2020
Q4 | $313K | Buy |
+7,139
| New | +$313K | 0.09% | 114 |
|