Spire Wealth Management’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 | $19.3K | Sell |
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|
2025
Q2 | $19.6K | Sell |
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|
2025
Q1 | $28.2K | Sell |
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|
2024
Q4 | $51.8K | Hold |
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|
2024
Q3 | $53.8K | Sell |
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|
2024
Q2 | $55.7K | Sell |
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|
2024
Q1 | $62.6K | Sell |
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|
2023
Q4 | $67.3K | Sell |
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|
2023
Q3 | $170K | Sell |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $864K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $915K | Buy |
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|
2021
Q1 | $750K | Buy |
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