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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
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|
2025
Q1 | $7.02M | Sell |
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|
2024
Q4 | $6.95M | Buy |
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|
2024
Q3 | $7.12M | Buy |
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|
2024
Q2 | $6.73M | Buy |
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $6.39M | Sell |
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|
2023
Q3 | $6.28M | Sell |
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|
2023
Q2 | $6.61M | Sell |
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|
2023
Q1 | $6.62M | Sell |
|
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|
2022
Q4 | $6.43M | Sell |
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|
2022
Q3 | $7.01M | Buy |
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|
2022
Q2 | $6.99M | Buy |
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|
2022
Q1 | $7.65M | Sell |
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|
2021
Q4 | $8.25M | Sell |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $8.21M | Sell |
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|
2021
Q1 | $7.97M | Sell |
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|
2020
Q4 | $7.95M | Sell |
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|
2020
Q3 | $7.65M | Buy |
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|
2020
Q2 | $7.38M | Buy |
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|
2020
Q1 | $6.76M | Buy |
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|
2019
Q4 | $6.98M | Buy |
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|
2019
Q3 | $6.88M | Sell |
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|
2019
Q2 | $6.93M | Buy |
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|
2019
Q1 | $6.79M | Buy |
|