WealthPlan Investment Management’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
2023 Q1	–	Sell	-5,643	Closed	-$225K	–	448
2022 Q4	$225K	Sell	5,643 -190	-3%	-$7.56K	0.02%	359
2022 Q3	$229K	Buy	+5,833	New	+$229K	0.02%	331
2022 Q1	$411K	Buy	+10,141	New	+$411K	0.03%	276