Strategic Wealth Partners 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
2022
Q1
Sell
-15,995
Closed -$727K 56
2021
Q4
$727K Sell
15,995
-2,477
-13% -$113K 0.13% 38
2021
Q3
$826K Buy
+18,472
New +$826K 0.16% 36
2021
Q1
$771K Buy
+17,693
New +$771K 0.15% 37