Syverson Strege & Co’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 | $339K | Buy |
7,353
+81
| +1% | +$3.73K | 0.08% | 104 |
|
|
2025
Q1 | $319K | Buy |
7,272
+379
| +5% | +$16.6K | 0.1% | 59 |
|
|
2024
Q4 | $299K | Sell |
6,893
-948
| -12% | -$41.2K | 0.1% | 58 |
|
|
2024
Q3 | $354K | Buy |
7,841
+194
| +3% | +$8.75K | 0.12% | 50 |
|
|
2024
Q2 | $329K | Buy |
7,647
+27
| +0.4% | +$1.16K | 0.11% | 60 |
|
|
2024
Q1 | $326K | Sell |
7,620
-2,741
| -26% | -$117K | 0.12% | 53 |
|
|
2023
Q4 | $430K | Buy |
10,361
+61
| +0.6% | +$2.53K | 0.17% | 44 |
|
|
2023
Q3 | $401K | Buy |
10,300
+65
| +0.6% | +$2.53K | 0.18% | 41 |
|
|
2023
Q2 | $414K | Sell |
10,235
-53
| -0.5% | -$2.14K | 0.18% | 42 |
|
|
2023
Q1 | $410K | Buy |
10,288
+640
| +7% | +$25.5K | 0.18% | 43 |
|
|
2022
Q4 | $367K | Buy |
9,648
+2,000
| +26% | +$76K | 0.17% | 43 |
|
|
2022
Q3 | $280K | Buy |
7,648
+156
| +2% | +$5.71K | 0.14% | 54 |
|
|
2022
Q2 | $292K | Buy |
7,492
+180
| +2% | +$7.02K | 0.11% | 55 |
|
|
2022
Q1 | $314K | Sell |
7,312
-1,747
| -19% | -$75K | 0.34% | 48 |
|
|
2021
Q4 | $412K | Sell |
9,059
-1,974
| -18% | -$89.8K | 0.31% | 45 |
|
|
2021
Q3 | $494K | Buy |
11,033
+68
| +0.6% | +$3.05K | 0.39% | 39 |
|
|
2021
Q2 | $494K | Sell |
10,965
-893
| -8% | -$40.2K | 0.44% | 37 |
|
|
2021
Q1 | $516K | Buy |
11,858
+1,776
| +18% | +$77.3K | 0.54% | 32 |
|
|
2020
Q4 | $436K | Buy |
+10,082
| New | +$436K | 0.42% | 35 |
|