Wealthspire Advisors (New York)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$5.43M	Buy
2023 Q4	–	Sell
2023 Q3	$4.94M	Buy