Zacks Investment Management’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
Q1 | – | Sell |
-7,435
| Closed | -$323K | – | 656 |
|
|
2024
Q4 | $323K | Buy |
+7,435
| New | +$323K | ﹤0.01% | 538 |
|
|
2024
Q1 | – | Sell |
-7,736
| Closed | -$321K | – | 641 |
|
|
2023
Q4 | $321K | Buy |
+7,736
| New | +$321K | ﹤0.01% | 515 |
|
|
2023
Q1 | – | Sell |
-9,315
| Closed | -$354K | – | 633 |
|
|
2022
Q4 | $354K | Buy |
+9,315
| New | +$354K | ﹤0.01% | 486 |
|