Waterloo Capital’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 | $373K | Buy |
8,108
+2,643
| +48% | +$122K | 0.03% | 321 |
|
|
2025
Q1 | $240K | Buy |
+5,465
| New | +$240K | 0.02% | 357 |
|
|
2024
Q1 | – | Sell |
-7,328
| Closed | -$304K | – | 362 |
|
|
2023
Q4 | $304K | Buy |
+7,328
| New | +$304K | 0.05% | 292 |
|
|
2023
Q3 | – | Sell |
-5,012
| Closed | -$203K | – | 187 |
|
|
2023
Q2 | $203K | Buy |
+5,012
| New | +$203K | 0.06% | 196 |
|
|
2020
Q1 | $440K | Buy |
+11,964
| New | +$440K | 0.31% | 79 |
|