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

Certified Advisory Corp’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 Q2	–	Sell	-810	Closed	-$35K	–	235
2021 Q1	$35K	Buy	+810	New	+$35.3K	0.01%	398
2020 Q2	$32K	Hold	810	–	–	0.01%	364
2020 Q1	$30K	Hold	810	–	–	0.01%	347
2019 Q4	$33K	Hold	810	–	–	0.01%	377
2019 Q3	$32K	Hold	810	–	–	0.01%	383
2019 Q2	$32K	Hold	810	–	–	0.01%	381
2019 Q1	$31K	Hold	810	–	–	0.01%	361
2018 Q4	$29K	Hold	810	–	–	0.02%	352
2018 Q3	$31K	Hold	810	–	–	0.01%	361
2018 Q2	$30K	Hold	810	–	–	0.02%	346
2018 Q1	$30K	Hold	810	–	–	0.02%	341
2017 Q4	$30K	Buy	+810	New	+$31K	0.02%	299

Other funds holding AOM

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Certified Advisory Corp's AOM Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2021, closing a stake of 810 shares — an estimated $35K sold.

Certified Advisory Corp first reported a position in AOM in Q4 2017 and held it in 12 quarters. The position peaked at $35K in Q1 2021. 237 funds tracked by Wall St. Rank hold AOM as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 810 iShares Core Moderate Allocation ETF shares in Q2 2021, an estimated $35K.
Certified Advisory Corp first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares Core Moderate Allocation ETF position peaked at $35K in Q1 2021.
237 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.