Summit 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 | – | Sell |
-4,713
| Closed | -$207K | – | 812 |
|
|
2025
Q1 | $207K | Buy |
+4,713
| New | +$207K | 0.01% | 688 |
|
|
2023
Q1 | – | Sell |
-7,123
| Closed | -$271K | – | 257 |
|
|
2022
Q4 | $271K | Buy |
+7,123
| New | +$271K | 0.03% | 215 |
|
|
2019
Q2 | – | Sell |
-14,528
| Closed | -$553K | – | 46 |
|
|
2019
Q1 | $553K | Buy |
+14,528
| New | +$553K | 0.09% | 35 |
|