Vestmark Advisory Solutions’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 | – | Sell |
-14,843
| Closed | -$651K | – | 775 |
|
|
2025
Q1 | $651K | Buy |
+14,843
| New | +$651K | 0.02% | 481 |
|
|
2023
Q1 | – | Sell |
-43,631
| Closed | -$1.66M | – | 859 |
|
|
2022
Q4 | $1.66M | Buy |
+43,631
| New | +$1.66M | 0.08% | 311 |
|
|
2022
Q3 | – | Sell |
-13,469
| Closed | -$525K | – | 818 |
|
|
2022
Q2 | $525K | Buy |
+13,469
| New | +$525K | 0.03% | 530 |
|