TRUE Private Wealth 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 | $2.69M | Sell |
|
|||||
|
2025
Q1 | $2.64M | Buy |
|
|||||
|
2024
Q4 | $2.53M | Buy |
|
|||||
|
2024
Q3 | $1.92M | Buy |
|
|||||
|
2024
Q2 | $1.79M | Buy |
|
|||||
|
2024
Q1 | $1.71M | Buy |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $412K | Sell |
|
|||||
|
2023
Q2 | $476K | Sell |
|
|||||
|
2023
Q1 | $768K | Buy |
|
|||||
|
2022
Q4 | $713K | Buy |
|
|||||
|
2022
Q3 | $667K | Buy |
|
|||||
|
2022
Q2 | $671K | Buy |
|
|||||
|
2022
Q1 | $628K | Buy |
|
|||||
|
2021
Q4 | $302K | Buy |
|
|||||
|
2021
Q3 | $278K | Buy |
|
|||||
|
2021
Q2 | $206K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $157K | Sell |
|
|||||
|
2020
Q3 | $307K | Sell |
|
|||||
|
2020
Q2 | $304K | Buy |
|
|||||
|
2020
Q1 | $0 | Sell |
|
|||||
|
2019
Q4 | $175K | Sell |
|
|||||
|
2019
Q3 | $270K | Buy |
|
|||||
|
2019
Q2 | $166K | Sell |
|
|||||
|
2019
Q1 | $275K | Buy |
|