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Hollencrest Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Hollencrest Capital Management’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
Q3 		– Sell
-765
Closed -$32.9K – 1101
2024
Q2 		$32.9K Hold
765
– – ﹤0.01% 587
2024
Q1 		$32.7K Hold
765
– – ﹤0.01% 553
2023
Q4 		$31.8K Hold
765
– – ﹤0.01% 551
2023
Q3 		$29.8K Hold
765
– – ﹤0.01% 552
2023
Q2 		$30.9K Hold
765
– – ﹤0.01% 566
2023
Q1 		$30.5K Hold
765
– – ﹤0.01% 558
2022
Q4 		$29.1K Buy
+765
New +$29K ﹤0.01% 542
2021
Q4 		– Sell
-6,096
Closed -$273K – 386
2021
Q3 		$273K Sell
6,096
-437
-7% -$19.8K 0.02% 284
2021
Q2 		$294K Buy
+6,533
New +$291K 0.03% 275

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hollencrest Capital Management's AOM Position: Q3 2024 in Review

Hollencrest Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 765 shares — an estimated $32.9K sold.

Hollencrest Capital Management first reported a position in AOM in Q2 2021 and held it in 9 quarters. The position peaked at $294K in Q2 2021. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Hollencrest Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Hollencrest Capital Management sold 765 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $32.9K.
  • Hollencrest Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 9 quarters.
  • Hollencrest Capital Management's iShares Core Moderate Allocation ETF position peaked at $294K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Hollencrest Capital Management's 13F filing for Q3 2024, filed 1 Nov 2024.