Wealth Forward LLC’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 | $404K | Sell |
8,782
-17
| -0.2% | -$783 | 0.27% | 22 |
|
|
2025
Q1 | $386K | Sell |
8,799
-95
| -1% | -$4.17K | 0.27% | 23 |
|
|
2024
Q4 | $386K | Sell |
8,894
-1,757
| -16% | -$76.3K | 0.27% | 24 |
|
|
2024
Q3 | $480K | Sell |
10,651
-744
| -7% | -$33.6K | 0.34% | 24 |
|
|
2024
Q2 | $490K | Sell |
11,395
-620
| -5% | -$26.7K | 0.38% | 23 |
|
|
2024
Q1 | $514K | Sell |
12,015
-512
| -4% | -$21.9K | 0.4% | 23 |
|
|
2023
Q4 | $520K | Buy |
+12,527
| New | +$520K | 0.44% | 22 |
|