Sunbelt Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sunbelt Securities’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
2025 Q2	$111K	Sell
2025 Q1	$113K	Buy
2024 Q4	$111K	Buy
2024 Q3	$111K	Buy
2024 Q2	$88.4K	Sell
2024 Q1	$90.3K	Buy
2023 Q4	$37.6K	Buy
2023 Q3	$35.2K	Buy
2023 Q2	$34.8K	Buy
2023 Q1	$22.9K	Buy