StoneX 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 | $441K | Sell |
9,582
-822
| -8% | -$37.8K | 0.02% | 541 |
|
2025
Q1 | $457K | Buy |
10,404
+594
| +6% | +$26.1K | 0.03% | 500 |
|
2024
Q4 | $426K | Sell |
9,810
-474
| -5% | -$20.6K | 0.02% | 507 |
|
2024
Q3 | $464K | Buy |
10,284
+303
| +3% | +$13.7K | 0.21% | 137 |
|
2024
Q2 | $429K | Sell |
9,981
-1,156
| -10% | -$49.7K | 0.2% | 129 |
|
2024
Q1 | $476K | Buy |
+11,137
| New | +$476K | 0.25% | 104 |
|
2023
Q1 | – | Sell |
-17,543
| Closed | -$667K | – | 456 |
|
2022
Q4 | $667K | Buy |
17,543
+4,392
| +33% | +$167K | 0.1% | 171 |
|
2022
Q3 | $481K | Buy |
13,151
+856
| +7% | +$31.3K | 0.09% | 166 |
|
2022
Q2 | $479K | Sell |
12,295
-2,878
| -19% | -$112K | 0.08% | 176 |
|
2022
Q1 | $652K | Buy |
+15,173
| New | +$652K | 0.06% | 266 |
|