SteelPeak Wealth’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 | $696K | Buy |
15,115
+4
| +0% | +$184 | 0.03% | 309 |
|
|
2025
Q1 | $663K | Sell |
15,111
-1,482
| -9% | -$65K | 0.03% | 298 |
|
|
2024
Q4 | $721K | Sell |
16,593
-973
| -6% | -$42.3K | 0.03% | 277 |
|
|
2024
Q3 | $792K | Buy |
17,566
+277
| +2% | +$12.5K | 0.03% | 253 |
|
|
2024
Q2 | $744K | Buy |
17,289
+380
| +2% | +$16.3K | 0.03% | 247 |
|
|
2024
Q1 | $723K | Buy |
16,909
+837
| +5% | +$35.8K | 0.04% | 248 |
|
|
2023
Q4 | $667K | Sell |
16,072
-366
| -2% | -$15.2K | 0.04% | 242 |
|
|
2023
Q3 | $640K | Sell |
16,438
-975
| -6% | -$38K | 0.04% | 216 |
|
|
2023
Q2 | $704K | Sell |
17,413
-43
| -0.2% | -$1.74K | 0.04% | 204 |
|
|
2023
Q1 | $696K | Buy |
17,456
+694
| +4% | +$27.7K | 0.05% | 194 |
|
|
2022
Q4 | $637K | Sell |
16,762
-254
| -1% | -$9.66K | 0.05% | 211 |
|
|
2022
Q3 | $623K | Sell |
17,016
-413
| -2% | -$15.1K | 0.05% | 212 |
|
|
2022
Q2 | $679K | Sell |
17,429
-535
| -3% | -$20.8K | 0.05% | 211 |
|
|
2022
Q1 | $772K | Sell |
17,964
-1,492
| -8% | -$64.1K | 0.04% | 207 |
|
|
2021
Q4 | $885K | Buy |
19,456
+55
| +0.3% | +$2.5K | 0.05% | 180 |
|
|
2021
Q3 | $868K | Buy |
19,401
+69
| +0.4% | +$3.09K | 0.06% | 172 |
|
|
2021
Q2 | $871K | Sell |
19,332
-940
| -5% | -$42.4K | 0.06% | 184 |
|
|
2021
Q1 | $883K | Sell |
20,272
-1,280
| -6% | -$55.8K | 0.07% | 168 |
|
|
2020
Q4 | $931K | Buy |
21,552
+59
| +0.3% | +$2.55K | 0.08% | 165 |
|
|
2020
Q3 | $882K | Sell |
21,493
-21
| -0.1% | -$862 | 0.09% | 145 |
|
|
2020
Q2 | $858K | Buy |
+21,514
| New | +$858K | 0.11% | 133 |
|