Guardian Wealth Advisors (North Carolina)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-4	Closed	-$166	–	453
2023 Q4	$166	Buy	4 +3	+300%	+$119	﹤0.01%	438
2023 Q3	$39	Hold	1	–	–	﹤0.01%	421
2023 Q2	$40	Sell	1 -8	-89%	-$319	﹤0.01%	414
2023 Q1	$359	Sell	9 -5	-36%	-$196	﹤0.01%	405
2022 Q4	$532	Buy	14 +5	+56%	+$190	﹤0.01%	366
2022 Q3	$0	Buy	+9	New	+$353	﹤0.01%	345
2022 Q2	–	Sell	-8	Closed	–	–	347
2022 Q1	$0	Buy	+8	New	+$348	﹤0.01%	246

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

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

WFS

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AOM Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 4 shares — an estimated $166 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AOM in Q1 2022 and held it in 7 quarters. The position peaked at $532 in Q4 2022. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 4 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $166.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Core Moderate Allocation ETF position peaked at $532 in Q4 2022.
234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.