Weaver Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.36M | Buy |
176,410
+2,232
| +1% | +$108K | 1.99% | 8 |
|
|
2025
Q4 | $8.31M | Buy |
174,178
+12,912
| +8% | +$617K | 2.03% | 7 |
|
|
2025
Q3 | $7.67M | Buy |
161,266
+224
| +0.1% | +$10.4K | 1.95% | 10 |
|
|
2025
Q2 | $7.41M | Buy |
161,042
+1,000
| +0.6% | +$44.2K | 2.05% | 9 |
|
|
2025
Q1 | $7.02M | Sell |
160,042
-62
| -0% | -$2.73K | 2.12% | 9 |
|
|
2024
Q4 | $6.95M | Buy |
160,104
+2,238
| +1% | +$99.3K | 2.14% | 8 |
|
|
2024
Q3 | $7.12M | Buy |
157,866
+1,382
| +0.9% | +$60.6K | 2.26% | 7 |
|
|
2024
Q2 | $6.73M | Buy |
156,484
+1,576
| +1% | +$66.7K | 2.35% | 8 |
|
|
2024
Q1 | $6.63M | Buy |
154,908
+1,037
| +0.7% | +$43.3K | 2.45% | 6 |
|
|
2023
Q4 | $6.39M | Sell |
153,871
-7,452
| -5% | -$295K | 2.6% | 7 |
|
|
2023
Q3 | $6.28M | Sell |
161,323
-2,251
| -1% | -$90K | 2.84% | 7 |
|
|
2023
Q2 | $6.61M | Sell |
163,574
-2,400
| -1% | -$95.8K | 2.92% | 7 |
|
|
2023
Q1 | $6.62M | Sell |
165,974
-3,061
| -2% | -$120K | 3.03% | 6 |
|
|
2022
Q4 | $6.43M | Sell |
169,035
-22,360
| -12% | -$848K | 3.28% | 4 |
|
|
2022
Q3 | $7.01M | Buy |
191,395
+12,098
| +7% | +$474K | 4.02% | 3 |
|
|
2022
Q2 | $6.99M | Buy |
179,297
+1,287
| +0.7% | +$52K | 3.91% | 5 |
|
|
2022
Q1 | $7.65M | Sell |
178,010
-3,457
| -2% | -$151K | 3.71% | 6 |
|
|
2021
Q4 | $8.25M | Sell |
181,467
-2,165
| -1% | -$98.2K | 3.97% | 5 |
|
|
2021
Q3 | $8.22M | Buy |
183,632
+1,461
| +0.8% | +$66.3K | 4.46% | 4 |
|
|
2021
Q2 | $8.21M | Sell |
182,171
-895
| -0.5% | -$39.9K | 4.62% | 4 |
|
|
2021
Q1 | $7.97M | Sell |
183,066
-1,014
| -0.6% | -$44.1K | 4.9% | 3 |
|
|
2020
Q4 | $7.95M | Sell |
184,080
-2,221
| -1% | -$93.5K | 4.96% | 4 |
|
|
2020
Q3 | $7.65M | Buy |
186,301
+1,131
| +0.6% | +$46.4K | 4.4% | 4 |
|
|
2020
Q2 | $7.38M | Buy |
185,170
+1,056
| +0.6% | +$40.7K | 4.3% | 4 |
|
|
2020
Q1 | $6.76M | Buy |
184,114
+6,497
| +4% | +$254K | 4.41% | 4 |
|
|
2019
Q4 | $6.98M | Buy |
177,617
+647
| +0.4% | +$25.6K | 3.74% | 5 |
|
|
2019
Q3 | $6.88M | Sell |
176,970
-541
| -0.3% | -$21.1K | 3.64% | 5 |
|
|
2019
Q2 | $6.93M | Buy |
177,511
+1,218
| +0.7% | +$46.6K | 3.78% | 5 |
|
|
2019
Q1 | $6.79M | Buy |
+176,293
| New | +$6.54M | 1.91% | 9 |
|
Other funds holding AOM
FIA
WFS
AA
