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Aspire Private Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-1,246
Closed -$56.2K – 189
2024
Q3 		$56.2K Buy
1,246
+16
+1% +$702 0.01% 225
2024
Q2 		$52.9K Buy
1,230
+11
+0.9% +$466 0.01% 231
2024
Q1 		$52.2K Hold
1,219
– – 0.01% 231
2023
Q4 		$50.6K Buy
1,219
+137
+13% +$5.43K 0.02% 219
2023
Q3 		$42.1K Sell
1,082
-168
-13% -$6.71K 0.01% 225
2023
Q2 		$50.5K Buy
1,250
+1
+0.1% +$40 0.02% 200
2023
Q1 		$49.8K Sell
1,249
-271
-18% -$10.7K 0.02% 202
2022
Q4 		$57.8K Buy
1,520
+23
+2% +$872 0.02% 182
2022
Q3 		$55K Buy
1,497
+115
+8% +$4.5K 0.02% 184
2022
Q2 		$54K Hold
1,382
– – 0.02% 193
2022
Q1 		$59K Sell
1,382
-98
-7% -$4.27K 0.02% 194
2021
Q4 		$67K Sell
1,480
-244
-14% -$11.1K 0.02% 197
2021
Q3 		$77K Buy
1,724
+161
+10% +$7.3K 0.03% 180
2021
Q2 		$70K Sell
1,563
-89
-5% -$3.97K 0.02% 193
2021
Q1 		$72K Buy
1,652
+393
+31% +$17.1K 0.03% 204
2020
Q4 		$54K Buy
1,259
+1
+0.1% +$42 0.02% 205
2020
Q3 		$52K Buy
+1,258
New +$51.6K 0.02% 200
2020
Q1 		– Sell
-1,228
Closed -$49K – 246
2019
Q4 		$49K Sell
1,228
-28
-2% -$1.11K 0.02% 198
2019
Q3 		$49K Sell
1,256
-206
-14% -$8.02K 0.02% 189
2019
Q2 		$57K Hold
1,462
– – 0.03% 190
2019
Q1 		$56K Sell
1,462
-63
-4% -$2.34K 0.03% 223
2018
Q4 		$54K Buy
+1,525
New +$55.6K 0.03% 208

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
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
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Aspire Private Capital's AOM Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 1,246 shares — an estimated $56.2K sold.

Aspire Private Capital first reported a position in AOM in Q4 2018 and held it in 22 quarters. The position peaked at $77K in Q3 2021. 261 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1,246 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $56.2K.
  • Aspire Private Capital first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 22 quarters.
  • Aspire Private Capital's iShares Core Moderate Allocation ETF position peaked at $77K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.