Syverson Strege & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $354K | Buy |
|
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $326K | Sell |
|
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $410K | Buy |
|
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $436K | Buy |
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