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American State Bank (Iowa)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

American State Bank (Iowa)’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
2021
Q4 		– Sell
-255
Closed -$11.4K – 295
2021
Q3 		$11.4K Hold
255
– – 0.01% 250
2021
Q2 		$11.5K Hold
255
– – 0.01% 252
2021
Q1 		$11.1K Hold
255
– – 0.01% 248
2020
Q4 		$11K Buy
+255
New +$10.7K 0.01% 236

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American State Bank (Iowa)'s AOM Position: Q4 2021 in Review

American State Bank (Iowa) sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 255 shares — an estimated $11.4K sold.

American State Bank (Iowa) first reported a position in AOM in Q4 2020 and held it in 4 quarters. The position peaked at $11.5K in Q2 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

  • American State Bank (Iowa) reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • American State Bank (Iowa) sold 255 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $11.4K.
  • American State Bank (Iowa) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 4 quarters.
  • American State Bank (Iowa)'s iShares Core Moderate Allocation ETF position peaked at $11.5K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on American State Bank (Iowa)'s 13F filing for Q4 2021, filed 14 Apr 2026.