Cascadia Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
TA
TC
Cascadia Advisory Services's AOM Position: Q3 2020 in Review
Cascadia Advisory Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 24% in Q3 2020, selling an estimated $76.4K and leaving 5,822 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #195.
Cascadia Advisory Services first reported a position in AOM in Q4 2019 and has held it in 3 quarters since. The position peaked at $317K in Q4 2019. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.
- Cascadia Advisory Services held 5,822 shares of iShares Core Moderate Allocation ETF worth $239K as of Q3 2020.
- Cascadia Advisory Services sold 1,863 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $76.4K.
- iShares Core Moderate Allocation ETF made up 0.07% of Cascadia Advisory Services's portfolio in Q3 2020, its #195 holding.
- Cascadia Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 3 quarters since.
- Cascadia Advisory Services's iShares Core Moderate Allocation ETF position peaked at $317K in Q4 2019.
- 188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.
Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.