Heritage Wealth Management (Arizona)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$27.5K	Buy	724 +299	+70%	+$11.3K	﹤0.01%	602
2022 Q3	$16K	Sell	425 -35	-8%	-$1.37K	0.01%	573
2022 Q2	$17.9K	Sell	460 -2,323	-83%	-$93.9K	0.01%	557
2022 Q1	$120K	Buy	+2,783	New	+$121K	0.03%	344
2021 Q3	$42K	Sell	948 -704	-43%	-$31.9K	0.01%	472
2021 Q2	$74K	Sell	1,652 -2,660	-62%	-$119K	0.03%	395
2021 Q1	$188K	Buy	+4,312	New	+$188K	0.11%	172

Other funds holding AOM

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

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

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJA

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

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

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

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

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

Heritage Wealth Management (Arizona)'s AOM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core Moderate Allocation ETF (AOM) stake by 70% in Q4 2022, buying an estimated $11.3K and bringing the position to 724 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Heritage Wealth Management (Arizona) first reported a position in AOM in Q1 2021 and has held it in 7 quarters since. The position peaked at $188K in Q1 2021. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Heritage Wealth Management (Arizona) held 724 shares of iShares Core Moderate Allocation ETF worth $27.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 299 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $11.3K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #602 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core Moderate Allocation ETF position peaked at $188K in Q1 2021.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.