StrategIQ Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

StrategIQ Financial Group’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.29M	Buy	31,170 +619	+2%	+$24.5K	0.15%	123
2023 Q3	$1.19M	Sell	30,551 -269	-0.9%	-$10.8K	0.14%	126
2023 Q2	$1.25M	Sell	30,820 -342	-1%	-$13.7K	0.14%	121
2023 Q1	$1.24M	Buy	31,162 +115	+0.4%	+$4.52K	0.14%	111
2022 Q4	$1.18M	Sell	31,047 -2,307	-7%	-$87.5K	0.14%	115
2022 Q3	$1.22M	Buy	33,354 +1,062	+3%	+$41.6K	0.16%	109
2022 Q2	$1.26M	Sell	32,292 -1,461	-4%	-$59K	0.15%	112
2022 Q1	$1.45M	Buy	33,753 +765	+2%	+$33.3K	0.16%	109
2021 Q4	$1.5M	Sell	32,988 -426	-1%	-$19.3K	0.15%	105
2021 Q3	$1.5M	Sell	33,414 -1,226	-4%	-$55.6K	0.3%	74
2021 Q2	$1.56M	Sell	34,640 -990	-3%	-$44.1K	0.31%	70
2021 Q1	$1.55M	Buy	35,630 +985	+3%	+$42.9K	0.33%	67
2020 Q4	$1.5M	Buy	34,645 +2,877	+9%	+$121K	0.34%	62
2020 Q3	$1.3M	Buy	31,768 +939	+3%	+$38.5K	0.33%	64
2020 Q2	$1.23M	Buy	30,829 +1,383	+5%	+$53.4K	0.33%	68
2020 Q1	$1.08M	Buy	29,446 +438	+2%	+$17.2K	0.34%	65
2019 Q4	$1.16M	Sell	29,008 -59	-0.2%	-$2.34K	0.3%	70
2019 Q3	$1.14M	Buy	29,067 +548	+2%	+$21.3K	0.32%	67
2019 Q2	$1.11M	Buy	28,519 +469	+2%	+$17.9K	0.32%	72
2019 Q1	$1.07M	Sell	28,050 -204	-0.7%	-$7.57K	0.33%	70
2018 Q4	$1.01M	Buy	28,254 +2,250	+9%	+$82.1K	0.35%	68
2018 Q3	$985K	Buy	26,004 +1,212	+5%	+$45.7K	0.31%	76
2018 Q2	$930K	Buy	24,792 +3,086	+14%	+$116K	0.32%	74
2018 Q1	$820K	Sell	21,706 -59	-0.3%	-$2.25K	0.32%	74
2017 Q4	$828K	Sell	21,765 -1,368	-6%	-$52.4K	0.32%	78
2017 Q3	$878K	Buy	23,133 +706	+3%	+$26.5K	0.35%	59
2017 Q2	$836K	Sell	22,427 -1,266	-5%	-$46.7K	0.36%	63
2017 Q1	$861K	Sell	23,693 -1,667	-7%	-$59.9K	0.39%	58
2016 Q4	$893K	Buy	25,360 +511	+2%	+$18.1K	0.45%	54
2016 Q3	$897K	Buy	24,849 +9,812	+65%	+$351K	0.49%	50
2016 Q2	$531K	Buy	15,037 +177	+1%	+$6.18K	0.31%	64
2016 Q1	$517K	Buy	14,860 +1,797	+14%	+$60.5K	0.48%	38
2015 Q4	$445K	Buy	+13,063	New	+$451K	0.46%	37