William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $994K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $175K | Buy |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $40K | Sell |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $26K | Buy |
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