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Executive Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Executive Wealth Management’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
2024
Q4 		$253K Hold
5,829
– – 0.02% 233
2024
Q3 		$263K Buy
+5,829
New +$256K 0.02% 233

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Executive Wealth Management's AOM Position: Q4 2024 in Review

Executive Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2024 at 5,829 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #233.

Executive Wealth Management first reported a position in AOM in Q3 2024 and has held it in 2 quarters since. The position peaked at $263K in Q3 2024. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Executive Wealth Management held 5,829 shares of iShares Core Moderate Allocation ETF worth $253K as of Q4 2024.
  • Executive Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2024.
  • iShares Core Moderate Allocation ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #233 holding.
  • Executive Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 2 quarters since.
  • Executive Wealth Management's iShares Core Moderate Allocation ETF position peaked at $263K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.