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Howard Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Howard Wealth 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
Q1 		– Sell
-6,399
Closed -$266K – 105
2023
Q4 		$266K Buy
6,399
+145
+2% +$5.75K 0.22% 86
2023
Q3 		$243K Buy
6,254
+219
+4% +$8.75K 0.22% 85
2023
Q2 		$244K Buy
6,035
+446
+8% +$17.8K 0.21% 85
2023
Q1 		$223K Buy
+5,589
New +$220K 0.19% 99

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Howard Wealth Management's AOM Position: Q1 2024 in Review

Howard Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 6,399 shares — an estimated $266K sold.

Howard Wealth Management first reported a position in AOM in Q1 2023 and held it in 4 quarters. The position peaked at $266K in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Howard Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Howard Wealth Management sold 6,399 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $266K.
  • Howard Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 4 quarters.
  • Howard Wealth Management's iShares Core Moderate Allocation ETF position peaked at $266K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Howard Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.