HBW Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

HBW Advisory Services’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
2022 Q3	–	Sell	-8,348	Closed	-$325K	–	234
2022 Q2	$325K	Sell	8,348 -1,219	-13%	-$49.3K	0.08%	174
2022 Q1	$411K	Sell	9,567 -456	-5%	-$19.9K	0.14%	150
2021 Q4	$456K	Buy	10,023 +1,023	+11%	+$46.4K	0.11%	175
2021 Q3	$403K	Buy	9,000 +14	+0.2%	+$635	0.1%	180
2021 Q2	$405K	Buy	8,986 +209	+2%	+$9.31K	0.11%	172
2021 Q1	$382K	Buy	+8,777	New	+$382K	0.1%	165

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBW Advisory Services's AOM Position: Q3 2022 in Review

HBW Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 8,348 shares — an estimated $325K sold.

HBW Advisory Services first reported a position in AOM in Q1 2021 and held it in 6 quarters. The position peaked at $456K in Q4 2021. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

HBW Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
HBW Advisory Services sold 8,348 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $325K.
HBW Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 6 quarters.
HBW Advisory Services's iShares Core Moderate Allocation ETF position peaked at $456K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on HBW Advisory Services's 13F filing for Q3 2022, filed 5 Oct 2022.