TPG Financial Advisors’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 | $226K | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $206K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $215K | Buy |
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