Spire Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Sell |
427
-215
| -33% | -$9.89K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $28.2K | Sell |
642
-550
| -46% | -$24.1K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $51.8K | Hold |
1,192
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q3 | $53.8K | Sell |
1,192
-102
| -8% | -$4.6K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $55.7K | Sell |
1,294
-170
| -12% | -$7.31K | ﹤0.01% | 1080 |
|
|
2024
Q1 | $62.6K | Sell |
1,464
-173
| -11% | -$7.4K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $67.3K | Sell |
1,637
-2,724
| -62% | -$112K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $170K | Sell |
4,361
-15,486
| -78% | -$603K | 0.01% | 762 |
|
|
2023
Q2 | $802K | Sell |
19,847
-418
| -2% | -$16.9K | 0.03% | 388 |
|
|
2023
Q1 | $808K | Sell |
20,265
-335
| -2% | -$13.4K | 0.03% | 382 |
|
|
2022
Q4 | $783K | Sell |
20,600
-481
| -2% | -$18.3K | 0.04% | 272 |
|
|
2022
Q3 | $772K | Sell |
21,081
-1,086
| -5% | -$39.8K | 0.05% | 260 |
|
|
2022
Q2 | $864K | Sell |
22,167
-3,272
| -13% | -$128K | 0.04% | 358 |
|
|
2022
Q1 | $1.09M | Sell |
25,439
-722
| -3% | -$31K | 0.03% | 371 |
|
|
2021
Q4 | $1.19M | Buy |
26,161
+3,738
| +17% | +$170K | 0.03% | 421 |
|
|
2021
Q3 | $1.01M | Buy |
22,423
+3,308
| +17% | +$149K | 0.03% | 412 |
|
|
2021
Q2 | $915K | Buy |
19,115
+1,895
| +11% | +$90.7K | 0.02% | 453 |
|
|
2021
Q1 | $750K | Buy |
+17,220
| New | +$750K | 0.02% | 534 |
|