Sovereign Financial Group’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
Q3 | $995K | Buy |
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|
2025
Q2 | $955K | Buy |
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|
2025
Q1 | $884K | Sell |
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|
2024
Q4 | $878K | Buy |
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|
2024
Q3 | $844K | Buy |
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $864K | Buy |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $341K | Buy |
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