WestEnd Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $29.1K | Buy |
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|
2025
Q1 | $2.5K | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.89K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $37.4K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $174K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $40K | Buy |
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