Western Wealth Management’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
Q4
$4.46M Buy
2022
Q4
Sell
2022
Q3
$247K Buy
2022
Q2
$217K Hold
2022
Q1
$238K Buy
2020
Q1
Sell
2019
Q4
$861K Sell
2019
Q3
$874K Buy
2019
Q2
$860K Buy
2019
Q1
$835K Buy