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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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. 250 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.
250 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.