Stifel Financial’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 | $1.53M | Buy |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $279K | Buy |
|