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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-126,992
Closed -$5.43M – 666
2024
Q1 		$5.43M Buy
+126,992
New +$5.43M 0.07% 110
2023
Q4 		– Sell
-126,992
Closed -$4.94M – 646
2023
Q3 		$4.94M Buy
+126,992
New +$4.94M 0.08% 108