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HeadInvest LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-209
Closed -$8.08K – 253
2023
Q3 		$8.08K Buy
+209
New +$8.35K ﹤0.01% 576

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

HeadInvest LLC's AOM Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 209 shares — an estimated $8.08K sold.

HeadInvest LLC first reported a position in AOM in Q3 2023 and held it in 1 quarter. The position peaked at $8.08K in Q3 2023. 254 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 209 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $8.08K.
  • HeadInvest LLC first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares Core Moderate Allocation ETF position peaked at $8.08K in Q3 2023.
  • 254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.