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Ahrens Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ahrens Investment Partners’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 		$75.5K Buy
+1,894
New +$74.4K 0.04% 259
2022
Q3 		– Sell
-3,040
Closed -$118K – 195
2022
Q2 		$118K Sell
3,040
-3,525
-54% -$142K 0.05% 208
2022
Q1 		$282K Sell
6,565
-1,049
-14% -$45.7K 0.09% 151
2021
Q4 		$346K Buy
7,614
+15
+0.2% +$680 0.15% 125
2021
Q3 		$340K Buy
7,599
+1,029
+16% +$46.7K 0.16% 134
2021
Q2 		$296K Sell
6,570
-146
-2% -$6.51K 0.14% 162
2021
Q1 		$292K Buy
6,716
+349
+5% +$15.2K 0.15% 152
2020
Q4 		$275K Buy
6,367
+227
+4% +$9.56K 0.15% 135
2020
Q3 		$252K Sell
6,140
-420
-6% -$17.2K 0.17% 126
2020
Q2 		$262K Sell
6,560
-40
-0.6% -$1.54K 0.16% 114
2020
Q1 		$242K Sell
6,600
-1,545
-19% -$60.5K 0.17% 99
2019
Q4 		$327K Sell
8,145
-10
-0.1% -$396 0.14% 115
2019
Q3 		$320K Buy
8,155
+55
+0.7% +$2.14K 0.14% 104
2019
Q2 		$316K Sell
8,100
-20
-0.2% -$765 0.14% 107
2019
Q1 		$309K Sell
8,120
-370
-4% -$13.7K 0.14% 105
2018
Q4 		$303K Sell
8,490
-4,160
-33% -$152K 0.14% 111
2018
Q3 		$479K Sell
12,650
-3,450
-21% -$130K 0.18% 85
2018
Q2 		$604K Buy
16,100
+1,500
+10% +$56.4K 0.25% 72
2018
Q1 		$551K Buy
14,600
+1,900
+15% +$72.4K 0.24% 73
2017
Q4 		$483K Buy
12,700
+700
+6% +$26.8K 0.2% 80
2017
Q3 		$456K Buy
12,000
+1,300
+12% +$48.8K 0.2% 76
2017
Q2 		$399K Buy
+10,700
New +$395K 0.17% 85

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
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

Ahrens Investment Partners's AOM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2023: 1,894 shares worth $75.5K. The stake represents 0.04% of the portfolio and ranks #259 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AOM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AOM in Q2 2017 and has held it in 22 quarters since. The position peaked at $604K in Q2 2018. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

  • Ahrens Investment Partners held 1,894 shares of iShares Core Moderate Allocation ETF worth $75.5K as of Q1 2023.
  • iShares Core Moderate Allocation ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Core Moderate Allocation ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #259 holding.
  • Ahrens Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 22 quarters since.
  • Ahrens Investment Partners's iShares Core Moderate Allocation ETF position peaked at $604K in Q2 2018.
  • 226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.