FIG
AOM icon

FundX Investment Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

FundX Investment 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
2021
Q2 		– Sell
-5,298
Closed -$231K – 38
2021
Q1 		$231K Sell
5,298
-5,453
-51% -$237K 0.13% 38
2020
Q4 		$464K Buy
10,751
+2,158
+25% +$90.9K 0.19% 31
2020
Q3 		$353K Sell
8,593
-162,500
-95% -$6.66M 0.14% 31
2020
Q2 		$6.82M Sell
171,093
-8,274
-5% -$319K 2.88% 15
2020
Q1 		$6.59M Buy
+179,367
New +$7.02M 2.42% 10

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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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