Tempus Wealth Planning’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
Q3
$384K Sell
2025
Q2
$386K Sell
2025
Q1
$382K Sell
2024
Q4
$393K Buy
2024
Q3
$404K Buy
2024
Q2
$355K Buy
2022
Q4
Sell
2022
Q3
$375K Buy