Stonebridge Financial Group’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	$217K	Buy	4,707 +19	+0.4%	+$875	0.02%	227
2025 Q1	$206K	Sell	4,688 -202	-4%	-$8.86K	0.02%	217
2024 Q4	$212K	Buy	+4,890	New	+$212K	0.02%	219