Advisory Alpha’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Advisory Alpha’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 Q3	–	Sell	-4,693	Closed	-$202K	–	425
2024 Q2	$202K	Sell	4,693 -1,042	-18%	-$44.1K	0.01%	383
2024 Q1	$245K	Sell	5,735 -1,944	-25%	-$81.2K	0.01%	342
2023 Q4	$319K	Buy	7,679 +233	+3%	+$9.24K	0.01%	251
2023 Q3	$290K	Buy	7,446 +1,088	+17%	+$43.5K	0.01%	242
2023 Q2	$257K	Buy	+6,358	New	+$254K	0.01%	277
2023 Q1	–	Sell	-12,225	Closed	-$465K	–	282
2022 Q4	$465K	Hold	12,225	–	–	0.03%	170
2022 Q3	$448K	Buy	+12,225	New	+$479K	0.03%	168
2022 Q2	–	Sell	-9,781	Closed	-$420K	–	248
2022 Q1	$420K	Sell	9,781 -564	-5%	-$24.6K	0.03%	186
2021 Q4	$470K	Buy	+10,345	New	+$469K	0.03%	181

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Alpha's AOM Position: Q3 2024 in Review

Advisory Alpha sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 4,693 shares — an estimated $202K sold.

Advisory Alpha first reported a position in AOM in Q4 2021 and held it in 9 quarters. The position peaked at $470K in Q4 2021. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

Advisory Alpha reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
Advisory Alpha sold 4,693 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $202K.
Advisory Alpha first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 9 quarters.
Advisory Alpha's iShares Core Moderate Allocation ETF position peaked at $470K in Q4 2021.
235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Advisory Alpha's 13F filing for Q3 2024, filed 12 Nov 2024.