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

Accurate 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
2023 Q1	–	Sell	-142	Closed	-$5.53K	–	308
2022 Q4	$5.53K	Buy	+142	New	+$5.38K	﹤0.01%	997

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Accurate Wealth Management's AOM Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 142 shares — an estimated $5.53K sold.

Accurate Wealth Management first reported a position in AOM in Q4 2022 and held it in 1 quarter. The position peaked at $5.53K in Q4 2022. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Accurate Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 142 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $5.53K.
Accurate Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's iShares Core Moderate Allocation ETF position peaked at $5.53K in Q4 2022.
226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.