Weitzel Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
277,568
-2,515
| -0.9% | -$116K | 5.44% | 5 |
|
|
2025
Q1 | $12.1M | Buy |
280,083
+5,933
| +2% | +$257K | 5.78% | 6 |
|
|
2024
Q4 | $11.9M | Buy |
274,150
+4,159
| +2% | +$181K | 5.63% | 7 |
|
|
2024
Q3 | $12.2M | Buy |
269,991
+6,530
| +2% | +$294K | 5.71% | 7 |
|
|
2024
Q2 | $11.3M | Buy |
263,461
+9,125
| +4% | +$392K | 5.64% | 7 |
|
|
2024
Q1 | $10.8M | Buy |
254,336
+7,915
| +3% | +$337K | 5.46% | 7 |
|
|
2023
Q4 | $10.2M | Buy |
246,421
+17,982
| +8% | +$742K | 5.46% | 7 |
|
|
2023
Q3 | $8.73M | Buy |
228,439
+12,417
| +6% | +$475K | 5.1% | 7 |
|
|
2023
Q2 | $8.73M | Buy |
216,022
+13,604
| +7% | +$550K | 4.96% | 7 |
|
|
2023
Q1 | $8.11M | Buy |
202,418
+16,879
| +9% | +$676K | 4.87% | 7 |
|
|
2022
Q4 | $7.05M | Buy |
185,539
+32,820
| +21% | +$1.25M | 4.5% | 8 |
|
|
2022
Q3 | $5.59M | Buy |
152,719
+38,604
| +34% | +$1.41M | 3.93% | 8 |
|
|
2022
Q2 | $4.45M | Buy |
114,115
+31,695
| +38% | +$1.23M | 3% | 10 |
|
|
2022
Q1 | $3.54M | Buy |
82,420
+16,544
| +25% | +$711K | 2.26% | 10 |
|
|
2021
Q4 | $3M | Buy |
65,876
+11,297
| +21% | +$514K | 1.81% | 11 |
|
|
2021
Q3 | $2.45M | Sell |
54,579
-1,943,250
| -97% | -$87.1M | 1.59% | 14 |
|
|
2021
Q2 | $44.1M | Buy |
1,997,829
+1,956,701
| +4,758% | +$43.2M | 1.55% | 12 |
|
|
2021
Q1 | $1.8M | Buy |
41,128
+4,861
| +13% | +$213K | 1.26% | 16 |
|
|
2020
Q4 | $1.6M | Buy |
+36,267
| New | +$1.6M | 1.19% | 14 |
|