United Capital Financial Advisors’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 | $409K | Sell |
8,881
-165
| -2% | -$7.6K | ﹤0.01% | 824 |
|
|
2025
Q1 | $397K | Sell |
9,046
-405
| -4% | -$17.8K | ﹤0.01% | 805 |
|
|
2024
Q4 | $411K | Buy |
9,451
+1,034
| +12% | +$44.9K | ﹤0.01% | 781 |
|
|
2024
Q3 | $380K | Sell |
8,417
-268
| -3% | -$12.1K | ﹤0.01% | 803 |
|
|
2024
Q2 | $374K | Buy |
8,685
+967
| +13% | +$41.6K | ﹤0.01% | 778 |
|
|
2024
Q1 | $330K | Sell |
7,718
-260
| -3% | -$11.1K | ﹤0.01% | 844 |
|
|
2023
Q4 | $331K | Sell |
7,978
-1,248
| -14% | -$51.8K | ﹤0.01% | 833 |
|
|
2023
Q3 | $359K | Buy |
+9,226
| New | +$359K | ﹤0.01% | 700 |
|
|
2022
Q2 | – | Sell |
-8,134
| Closed | -$350K | – | 1125 |
|
|
2022
Q1 | $350K | Sell |
8,134
-129
| -2% | -$5.55K | ﹤0.01% | 942 |
|
|
2021
Q4 | $376K | Sell |
8,263
-5,645
| -41% | -$257K | ﹤0.01% | 944 |
|
|
2021
Q3 | $622K | Sell |
13,908
-13,244
| -49% | -$592K | ﹤0.01% | 805 |
|
|
2021
Q2 | $1.22M | Sell |
27,152
-11,141
| -29% | -$502K | 0.01% | 642 |
|
|
2021
Q1 | $1.67M | Sell |
38,293
-414
| -1% | -$18K | 0.01% | 541 |
|
|
2020
Q4 | $1.67M | Sell |
38,707
-12,596
| -25% | -$544K | 0.01% | 544 |
|
|
2020
Q3 | $2.11M | Buy |
51,303
+4,326
| +9% | +$178K | 0.01% | 484 |
|
|
2020
Q2 | $1.87M | Buy |
+46,977
| New | +$1.87M | 0.01% | 532 |
|