Wells Fargo’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 | $11.6M | Sell |
251,200
-2,283
| -0.9% | -$105K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $11.1M | Sell |
253,483
-715,586
| -74% | -$31.4M | ﹤0.01% | 1591 |
|
|
2024
Q4 | $42.1M | Buy |
969,069
+737,023
| +318% | +$32M | 0.01% | 815 |
|
|
2024
Q3 | $10.5M | Buy |
232,046
+60,682
| +35% | +$2.74M | ﹤0.01% | 1632 |
|
|
2024
Q2 | $7.37M | Sell |
171,364
-57,723
| -25% | -$2.48M | ﹤0.01% | 1814 |
|
|
2024
Q1 | $9.8M | Sell |
229,087
-752,680
| -77% | -$32.2M | ﹤0.01% | 1597 |
|
|
2023
Q4 | $40.8M | Buy |
981,767
+764,806
| +353% | +$31.7M | 0.01% | 769 |
|
|
2023
Q3 | $8.45M | Buy |
216,961
+14,102
| +7% | +$549K | ﹤0.01% | 1579 |
|
|
2023
Q2 | $8.2M | Sell |
202,859
-53,249
| -21% | -$2.15M | ﹤0.01% | 1668 |
|
|
2023
Q1 | $10.2M | Sell |
256,108
-324,526
| -56% | -$12.9M | ﹤0.01% | 1497 |
|
|
2022
Q4 | $22.1M | Buy |
580,634
+294,263
| +103% | +$11.2M | 0.01% | 1007 |
|
|
2022
Q3 | $10.5M | Sell |
286,371
-22,581
| -7% | -$827K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $12M | Buy |
308,952
+26,173
| +9% | +$1.02M | ﹤0.01% | 1386 |
|
|
2022
Q1 | $12.2M | Sell |
282,779
-103,655
| -27% | -$4.45M | ﹤0.01% | 1606 |
|
|
2021
Q4 | $17.6M | Buy |
386,434
+116,460
| +43% | +$5.3M | ﹤0.01% | 1368 |
|
|
2021
Q3 | $12.1M | Buy |
269,974
+13,252
| +5% | +$593K | ﹤0.01% | 1971 |
|
|
2021
Q2 | $11.6M | Sell |
256,722
-752
| -0.3% | -$33.9K | ﹤0.01% | 2049 |
|
|
2021
Q1 | $11.2M | Sell |
257,474
-33,208
| -11% | -$1.45M | ﹤0.01% | 2027 |
|
|
2020
Q4 | $12.6M | Buy |
290,682
+3,953
| +1% | +$171K | ﹤0.01% | 1893 |
|
|
2020
Q3 | $11.8M | Sell |
286,729
-7,664
| -3% | -$315K | ﹤0.01% | 1762 |
|
|
2020
Q2 | $11.7M | Sell |
294,393
-351,460
| -54% | -$14M | ﹤0.01% | 1718 |
|
|
2020
Q1 | $23.7M | Buy |
645,853
+32,431
| +5% | +$1.19M | 0.01% | 1138 |
|
|
2019
Q4 | $24.6M | Buy |
613,422
+256,171
| +72% | +$10.3M | 0.01% | 1335 |
|
|
2019
Q3 | $14M | Sell |
357,251
-5,630
| -2% | -$221K | ﹤0.01% | 1678 |
|
|
2019
Q2 | $14.2M | Sell |
362,881
-69,470
| -16% | -$2.71M | ﹤0.01% | 1680 |
|
|
2019
Q1 | $16.5M | Sell |
432,351
-4,914,935
| -92% | -$187M | ﹤0.01% | 1577 |
|
|
2018
Q4 | $191M | Buy |
5,347,286
+5,012,909
| +1,499% | +$179M | 0.06% | 296 |
|
|
2018
Q3 | $12.7M | Sell |
334,377
-6,445
| -2% | -$244K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $12.8M | Buy |
340,822
+54,837
| +19% | +$2.06M | ﹤0.01% | 1855 |
|
|
2018
Q1 | $10.8M | Sell |
285,985
-325,575
| -53% | -$12.3M | ﹤0.01% | 1936 |
|
|
2017
Q4 | $23.3M | Buy |
611,560
+353,764
| +137% | +$13.5M | 0.01% | 1359 |
|
|
2017
Q3 | $9.79M | Buy |
257,796
+334
| +0.1% | +$12.7K | ﹤0.01% | 1971 |
|
|
2017
Q2 | $9.6M | Buy |
257,462
+39,944
| +18% | +$1.49M | ﹤0.01% | 1929 |
|
|
2017
Q1 | $7.91M | Sell |
217,518
-1,162,733
| -84% | -$42.3M | ﹤0.01% | 2059 |
|
|
2016
Q4 | $48.6M | Buy |
1,380,251
+1,187,788
| +617% | +$41.8M | 0.02% | 843 |
|
|
2016
Q3 | $6.95M | Buy |
192,463
+45,144
| +31% | +$1.63M | ﹤0.01% | 2012 |
|
|
2016
Q2 | $5.2M | Buy |
147,319
+76,644
| +108% | +$2.71M | ﹤0.01% | 2271 |
|
|
2016
Q1 | $2.46M | Sell |
70,675
-1,624,853
| -96% | -$56.6M | ﹤0.01% | 2754 |
|
|
2015
Q4 | $57.7M | Buy |
1,695,528
+1,460,970
| +623% | +$49.7M | 0.02% | 690 |
|
|
2015
Q3 | $7.94M | Buy |
234,558
+204,430
| +679% | +$6.92M | ﹤0.01% | 1967 |
|
|
2015
Q2 | $1.06M | Sell |
30,128
-1,519
| -5% | -$53.5K | ﹤0.01% | 3507 |
|
|
2015
Q1 | $1.13M | Sell |
31,647
-617,689
| -95% | -$22M | ﹤0.01% | 3402 |
|
|
2014
Q4 | $22.8M | Buy |
649,336
+614,421
| +1,760% | +$21.6M | 0.01% | 1205 |
|
|
2014
Q3 | $1.22M | Buy |
34,915
+2,595
| +8% | +$90.6K | ﹤0.01% | 3308 |
|
|
2014
Q2 | $1.15M | Buy |
32,320
+7,604
| +31% | +$272K | ﹤0.01% | 3385 |
|
|
2014
Q1 | $861K | Sell |
24,716
-295,456
| -92% | -$10.3M | ﹤0.01% | 3557 |
|
|
2013
Q4 | $11M | Buy |
320,172
+300,512
| +1,529% | +$10.3M | ﹤0.01% | 1660 |
|
|
2013
Q3 | $655K | Sell |
19,660
-1,176
| -6% | -$39.2K | ﹤0.01% | 3590 |
|
|
2013
Q2 | $675K | Buy |
+20,836
| New | +$675K | ﹤0.01% | 3483 |
|