Householder Group Estate & Retirement Specialist’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Householder Group Estate & Retirement Specialist’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	-163	Closed	-$6K	–	1274
2023 Q4	$6K	Buy	163 +3	+2%	+$119	﹤0.01%	853
2023 Q3	$6.26K	Buy	+160	New	+$6.39K	﹤0.01%	888
2023 Q1	$6K	Buy	+159	New	+$6.25K	﹤0.01%	901
2022 Q4	–	Sell	-9,811	Closed	-$359K	–	372
2022 Q3	$359K	Sell	9,811 -2,355	-19%	-$92.2K	0.15%	136
2022 Q2	$474K	Buy	12,166 +8	+0.1%	+$323	0.21%	118
2022 Q1	$522K	Sell	12,158 -230	-2%	-$10K	0.21%	116
2021 Q4	$563K	Buy	+12,388	New	+$562K	0.21%	120

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 $44.6B AUM 28.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AOM Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 163 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in AOM in Q4 2021 and held it in 7 quarters. The position peaked at $563K in Q4 2021. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 163 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $6K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core Moderate Allocation ETF position peaked at $563K in Q4 2021.
234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.