West Paces Advisors’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 | – | Sell |
-270
| Closed | -$11.8K | – | 219 |
|
|
2025
Q1 | $11.8K | Hold |
270
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $11.7K | Hold |
270
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $12.2K | Hold |
270
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $11.6K | Hold |
270
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $11.6K | Hold |
270
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $11.2K | Sell |
270
-180
| -40% | -$7.47K | ﹤0.01% | 351 |
|
|
2023
Q3 | $17.5K | Sell |
450
-865
| -66% | -$33.7K | 0.01% | 305 |
|
|
2023
Q2 | $53.1K | Hold |
1,315
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $52.4K | Hold |
1,315
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $50K | Buy |
+1,315
| New | +$50K | 0.02% | 220 |
|