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Able Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Able Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-796
Closed -$33K – 115
2023
Q4 		$33K Buy
+796
New +$31.6K 0.03% 161

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Able Wealth Management's AOM Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 796 shares — an estimated $33K sold.

Able Wealth Management first reported a position in AOM in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 796 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $33K.
  • Able Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Core Moderate Allocation ETF position peaked at $33K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.