Fullen Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fullen Financial Group’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
2023 Q1	$563K	Buy	14,074 +339	+2%	+$13.3K	0.3%	44
2022 Q4	$549K	Buy	13,735 +439	+3%	+$16.6K	0.31%	45
2022 Q3	$495K	Buy	13,296 +528	+4%	+$20.7K	0.32%	44
2022 Q2	$497K	Buy	12,768 +307	+2%	+$12.4K	0.32%	45
2022 Q1	$535K	Buy	12,461 +192	+2%	+$8.36K	0.31%	45
2021 Q4	$558K	Buy	12,269 +149	+1%	+$6.75K	0.31%	45
2021 Q3	$547K	Buy	12,120 +421	+4%	+$19.1K	0.31%	45
2021 Q2	$527K	Sell	11,699 -442	-4%	-$19.7K	0.31%	45
2021 Q1	$529K	Sell	12,141 -173	-1%	-$7.53K	0.34%	45
2020 Q4	$532K	Buy	12,314 +83	+0.7%	+$3.49K	0.36%	44
2020 Q3	$502K	Buy	12,231 +259	+2%	+$10.6K	0.38%	43
2020 Q2	$477K	Buy	+11,972	New	+$462K	0.4%	41

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Fullen Financial Group's AOM Position: Q1 2023 in Review

Fullen Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.5% in Q1 2023, buying an estimated $13.3K and bringing the position to 14,074 shares worth $563K. The position accounts for 0.3% of the portfolio, ranked #44.

Fullen Financial Group first reported a position in AOM in Q2 2020 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Fullen Financial Group held 14,074 shares of iShares Core Moderate Allocation ETF worth $563K as of Q1 2023.
Fullen Financial Group bought 339 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $13.3K.
iShares Core Moderate Allocation ETF made up 0.3% of Fullen Financial Group's portfolio in Q1 2023, its #44 holding.
Fullen Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.