Wolff Wiese Magana’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
Q3 | $29.1K | Sell |
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|
2025
Q2 | $29K | Buy |
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|
2025
Q1 | $27.5K | Hold |
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|
2024
Q4 | $27.2K | Buy |
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|
2024
Q3 | $27.9K | Buy |
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|
2024
Q2 | $26.5K | Buy |
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|
2024
Q1 | $26.3K | Sell |
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|
2023
Q4 | $28K | Sell |
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|
2023
Q3 | $39.6K | Buy |
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|
2023
Q2 | $41K | Buy |
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|
2023
Q1 | $40.4K | Buy |
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|
2022
Q4 | $38.4K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $43K | Buy |
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