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Dixon Hughes Goodman Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$11K Hold
251
– – ﹤0.01% 503
2021
Q4 		$11K Buy
+251
New +$11.4K ﹤0.01% 443

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's AOM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2022 at 251 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Dixon Hughes Goodman Wealth Advisors first reported a position in AOM in Q4 2021 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 251 shares of iShares Core Moderate Allocation ETF worth $11K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2022.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #503 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.