Clearview Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-455
Closed -$18.4K 145
2023
Q2
$18.4K Hold
455
0.02% 286
2023
Q1
$18.1K Hold
455
0.02% 288
2022
Q4
$17.3K Sell
455
-345
-43% -$13.1K 0.01% 268
2022
Q3
$29K Sell
800
-100
-11% -$3.92K 0.02% 212
2022
Q2
$35K Sell
900
-2,570
-74% -$104K 0.03% 216
2022
Q1
$149K Sell
3,470
-1,182
-25% -$51.5K 0.1% 99
2021
Q4
$212K Sell
4,652
-150
-3% -$6.8K 0.13% 108
2021
Q3
$215K Sell
4,802
-55
-1% -$2.49K 0.14% 108
2021
Q2
$219K Buy
4,857
+1,372
+39% +$61.1K 0.14% 108
2021
Q1
$152K Buy
3,485
+1,085
+45% +$47.2K 0.1% 127
2020
Q4
$104K Buy
+2,400
New +$101K 0.07% 140

Other funds holding AOM

Clearview Wealth Advisors's AOM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 455 shares — an estimated $18.4K sold.

Clearview Wealth Advisors first reported a position in AOM in Q4 2020 and held it in 11 quarters. The position peaked at $219K in Q2 2021. 228 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 455 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $18.4K.
  • Clearview Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $219K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.