Wolff Wiese Magana’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 | $29K | Buy |
629
+2
| +0.3% | +$92 | 0.02% | 255 |
|
|
2025
Q1 | $27.5K | Hold |
627
| – | – | 0.02% | 247 |
|
|
2024
Q4 | $27.2K | Buy |
627
+8
| +1% | +$347 | 0.02% | 263 |
|
|
2024
Q3 | $27.9K | Buy |
619
+3
| +0.5% | +$135 | 0.02% | 260 |
|
|
2024
Q2 | $26.5K | Buy |
616
+2
| +0.3% | +$86 | 0.02% | 215 |
|
|
2024
Q1 | $26.3K | Sell |
614
-61
| -9% | -$2.61K | 0.02% | 195 |
|
|
2023
Q4 | $28K | Sell |
675
-342
| -34% | -$14.2K | 0.03% | 192 |
|
|
2023
Q3 | $39.6K | Buy |
1,017
+2
| +0.2% | +$78 | 0.03% | 206 |
|
|
2023
Q2 | $41K | Buy |
1,015
+2
| +0.2% | +$81 | 0.03% | 211 |
|
|
2023
Q1 | $40.4K | Buy |
1,013
+2
| +0.2% | +$80 | 0.03% | 204 |
|
|
2022
Q4 | $38.4K | Buy |
1,011
+2
| +0.2% | +$76 | 0.03% | 205 |
|
|
2022
Q3 | $37K | Buy |
1,009
+3
| +0.3% | +$110 | 0.03% | 280 |
|
|
2022
Q2 | $39K | Buy |
1,006
+1
| +0.1% | +$39 | 0.03% | 294 |
|
|
2022
Q1 | $43K | Hold |
1,005
| – | – | 0.03% | 294 |
|
|
2021
Q4 | $46K | Buy |
1,005
+13
| +1% | +$595 | 0.03% | 286 |
|
|
2021
Q3 | $44K | Buy |
992
+2
| +0.2% | +$89 | 0.03% | 294 |
|
|
2021
Q2 | $45K | Buy |
990
+1
| +0.1% | +$45 | 0.03% | 291 |
|
|
2021
Q1 | $43K | Buy |
989
+2
| +0.2% | +$87 | 0.03% | 298 |
|
|
2020
Q4 | $43K | Buy |
+987
| New | +$43K | 0.04% | 285 |
|