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Westmount Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Westmount Partners’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Sell
4,367
-421
-9% -$19.4K 0.06% 240
2025
Q1 		$210K Buy
+4,788
New +$210K 0.06% 231