Taylor Financial Group’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 | $3.15M | Buy |
68,457
+8,145
| +14% | +$375K | 1.97% | 13 |
|
|
2025
Q1 | $2.65M | Buy |
60,312
+5,860
| +11% | +$257K | 1.84% | 14 |
|
|
2024
Q4 | $2.37M | Buy |
54,452
+3,205
| +6% | +$139K | 1.64% | 14 |
|
|
2024
Q3 | $2.31M | Buy |
51,247
+3,948
| +8% | +$178K | 1.6% | 15 |
|
|
2024
Q2 | $2.03M | Buy |
47,299
+4,231
| +10% | +$182K | 1.56% | 15 |
|
|
2024
Q1 | $1.84M | Buy |
43,068
+1,605
| +4% | +$68.7K | 1.4% | 16 |
|
|
2023
Q4 | $1.72M | Buy |
+41,463
| New | +$1.72M | 1.42% | 17 |
|