Goodwin Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Goodwin Investment Advisory’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	–	Sell	-79	Closed	-$3K	–	90
2022 Q4	$3K	Buy	+79	New	+$3K	﹤0.01%	186
2022 Q3	–	Sell	-28	Closed	-$1.09K	–	215
2022 Q2	$1.09K	Hold	28	–	–	﹤0.01%	154
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	192
2021 Q4	$1K	Sell	28 -164	-85%	-$7.43K	﹤0.01%	168
2021 Q3	$8K	Hold	192	–	–	0.01%	115
2021 Q2	$8K	Hold	192	–	–	0.01%	110
2021 Q1	$8K	Hold	192	–	–	0.01%	117
2020 Q4	$8K	Buy	+192	New	+$8.08K	0.01%	68

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

Goodwin Investment Advisory's AOM Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 79 shares — an estimated $3K sold.

Goodwin Investment Advisory first reported a position in AOM in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Goodwin Investment Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 79 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $3K.
Goodwin Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 8 quarters.
Goodwin Investment Advisory's iShares Core Moderate Allocation ETF position peaked at $8K in Q3 2021.
226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.