WestEnd 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 | $29.1K | Buy |
631
+574
| +1,007% | +$26.4K | ﹤0.01% | 57 |
|
|
2025
Q1 | $2.5K | Sell |
57
-2,467
| -98% | -$108K | ﹤0.01% | 137 |
|
|
2024
Q4 | $110K | Buy |
+2,524
| New | +$110K | ﹤0.01% | 53 |
|
|
2024
Q3 | – | Sell |
-90
| Closed | -$3.89K | – | 398 |
|
|
2024
Q2 | $3.89K | Buy |
+90
| New | +$3.89K | ﹤0.01% | 74 |
|
|
2024
Q1 | – | Sell |
-11,831
| Closed | -$491K | – | 357 |
|
|
2023
Q4 | $491K | Buy |
11,831
+10,871
| +1,132% | +$451K | 0.01% | 41 |
|
|
2023
Q3 | $37.4K | Buy |
+960
| New | +$37.4K | ﹤0.01% | 52 |
|
|
2023
Q2 | – | Hold |
0
| – | -$24.8K | – | 61 |
|
|
2023
Q1 | – | Sell |
-8,117
| Closed | -$309K | – | 54 |
|
|
2022
Q4 | $309K | Buy |
8,117
+3,358
| +71% | +$128K | 0.01% | 43 |
|
|
2022
Q3 | $174K | Sell |
4,759
-3,928
| -45% | -$144K | 0.01% | 48 |
|
|
2022
Q2 | $338K | Buy |
+8,687
| New | +$338K | 0.01% | 45 |
|
|
2022
Q1 | – | Sell |
-27,366
| Closed | -$1.24M | – | 51 |
|
|
2021
Q4 | $1.24M | Buy |
+27,366
| New | +$1.24M | 0.03% | 40 |
|
|
2019
Q1 | – | Sell |
-1,122
| Closed | -$40K | – | 54 |
|
|
2018
Q4 | $40K | Buy |
+1,122
| New | +$40K | ﹤0.01% | 41 |
|