Worth Financial Advisory Group’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 | – | Sell |
-6,843
| Closed | -$300K | – | 148 |
|
|
2025
Q1 | $300K | Buy |
6,843
+145
| +2% | +$6.36K | 0.19% | 117 |
|
|
2024
Q4 | $291K | Buy |
6,698
+42
| +0.6% | +$1.82K | 0.18% | 116 |
|
|
2024
Q3 | $300K | Buy |
6,656
+1,729
| +35% | +$78K | 0.18% | 122 |
|
|
2024
Q2 | $212K | Buy |
4,927
+138
| +3% | +$5.94K | 0.14% | 139 |
|
|
2024
Q1 | $205K | Buy |
+4,789
| New | +$205K | 0.14% | 134 |
|
|
2023
Q1 | – | Sell |
-5,740
| Closed | -$218K | – | 120 |
|
|
2022
Q4 | $218K | Buy |
+5,740
| New | +$218K | 0.25% | 98 |
|