Stifel Financial’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 | $789K | Buy |
17,131
+4,253
| +33% | +$196K | ﹤0.01% | 2490 |
|
|
2025
Q1 | $565K | Sell |
12,878
-18,316
| -59% | -$804K | ﹤0.01% | 2613 |
|
|
2024
Q4 | $1.36M | Buy |
31,194
+21,305
| +215% | +$926K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $446K | Sell |
9,889
-1,014
| -9% | -$45.7K | ﹤0.01% | 2742 |
|
|
2024
Q2 | $469K | Sell |
10,903
-150
| -1% | -$6.45K | ﹤0.01% | 2664 |
|
|
2024
Q1 | $473K | Sell |
11,053
-14,517
| -57% | -$621K | ﹤0.01% | 2646 |
|
|
2023
Q4 | $1.06M | Buy |
25,570
+13,324
| +109% | +$553K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $477K | Sell |
12,246
-707
| -5% | -$27.5K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $523K | Sell |
12,953
-521
| -4% | -$21.1K | ﹤0.01% | 2493 |
|
|
2023
Q1 | $537K | Sell |
13,474
-28,814
| -68% | -$1.15M | ﹤0.01% | 2475 |
|
|
2022
Q4 | $1.61M | Buy |
42,288
+27,330
| +183% | +$1.04M | ﹤0.01% | 1680 |
|
|
2022
Q3 | $548K | Sell |
14,958
-8,189
| -35% | -$300K | ﹤0.01% | 2388 |
|
|
2022
Q2 | $902K | Buy |
23,147
+10,304
| +80% | +$402K | ﹤0.01% | 2080 |
|
|
2022
Q1 | $552K | Sell |
12,843
-41,559
| -76% | -$1.79M | ﹤0.01% | 2524 |
|
|
2021
Q4 | $2.47M | Buy |
54,402
+45,277
| +496% | +$2.06M | ﹤0.01% | 1465 |
|
|
2021
Q3 | $408K | Sell |
9,125
-3,850
| -30% | -$172K | ﹤0.01% | 2695 |
|
|
2021
Q2 | $585K | Buy |
12,975
+1,578
| +14% | +$71.1K | ﹤0.01% | 2492 |
|
|
2021
Q1 | $496K | Buy |
11,397
+88
| +0.8% | +$3.83K | ﹤0.01% | 2495 |
|
|
2020
Q4 | $489K | Buy |
11,309
+106
| +0.9% | +$4.58K | ﹤0.01% | 2324 |
|
|
2020
Q3 | $460K | Sell |
11,203
-22
| -0.2% | -$903 | ﹤0.01% | 2136 |
|
|
2020
Q2 | $448K | Buy |
11,225
+706
| +7% | +$28.2K | ﹤0.01% | 2109 |
|
|
2020
Q1 | $389K | Sell |
10,519
-10,819
| -51% | -$400K | ﹤0.01% | 2017 |
|
|
2019
Q4 | $856K | Buy |
+21,338
| New | +$856K | ﹤0.01% | 1938 |
|
|
2019
Q1 | – | Sell |
-39,222
| Closed | -$1.4M | – | 2794 |
|
|
2018
Q4 | $1.4M | Buy |
+39,222
| New | +$1.4M | ﹤0.01% | 1349 |
|
|
2018
Q1 | – | Sell |
-5,890
| Closed | -$224K | – | 2696 |
|
|
2017
Q4 | $224K | Buy |
+5,890
| New | +$224K | ﹤0.01% | 2374 |
|
|
2017
Q1 | – | Sell |
-7,950
| Closed | -$279K | – | 2530 |
|
|
2016
Q4 | $279K | Buy |
+7,950
| New | +$279K | ﹤0.01% | 2076 |
|