Advisor Resource Council’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Advisor Resource Council’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
2022 Q3	–	Sell	-6,071	Closed	-$236K	–	174
2022 Q2	$236K	Sell	6,071 -1,510	-20%	-$61K	0.02%	426
2022 Q1	$326K	Hold	7,581	–	–	0.1%	148
2021 Q4	$344K	Sell	7,581 -7,141	-49%	-$324K	0.03%	400
2021 Q3	$657K	Buy	14,722 +7,006	+91%	+$318K	0.2%	117
2021 Q2	$348K	Buy	+7,716	New	+$344K	0.04%	374

Other funds holding AOM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Advisor Resource Council's AOM Position: Q3 2022 in Review

Advisor Resource Council sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 6,071 shares — an estimated $236K sold.

Advisor Resource Council first reported a position in AOM in Q2 2021 and held it in 5 quarters. The position peaked at $657K in Q3 2021. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Advisor Resource Council reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 6,071 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $236K.
Advisor Resource Council first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Core Moderate Allocation ETF position peaked at $657K in Q3 2021.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.