World Investment Advisors’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 | $840K | Buy |
18,254
+3,016
| +20% | +$139K | 0.02% | 562 |
|
|
2025
Q1 | $669K | Hold |
15,238
| – | – | 0.02% | 606 |
|
|
2024
Q4 | $662K | Buy |
15,238
+2,681
| +21% | +$116K | 0.02% | 578 |
|
|
2024
Q3 | $566K | Buy |
12,557
+97
| +0.8% | +$4.38K | 0.02% | 558 |
|
|
2024
Q2 | $536K | Buy |
+12,460
| New | +$536K | 0.03% | 387 |
|
|
2024
Q1 | – | Sell |
-12,220
| Closed | -$507K | – | 396 |
|
|
2023
Q4 | $507K | Buy |
12,220
+2
| +0% | +$83 | 0.07% | 220 |
|
|
2023
Q3 | $476K | Hold |
12,218
| – | – | 0.09% | 148 |
|
|
2023
Q2 | $494K | Buy |
+12,218
| New | +$494K | 0.1% | 138 |
|
|
2019
Q1 | – | Sell |
-14,370
| Closed | -$513K | – | 129 |
|
|
2018
Q4 | $513K | Buy |
+14,370
| New | +$513K | 0.23% | 68 |
|