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

ICA Group 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
-85
Closed -$3.53K – 1356
2023
Q4 		$3.53K Buy
+85
New +$3.37K ﹤0.01% 1092
2023
Q3 		– Sell
-85
Closed -$3.44K – 284
2023
Q2 		$3.44K Hold
85
– – ﹤0.01% 1050
2023
Q1 		$3.39K Hold
85
– – ﹤0.01% 1016
2022
Q4 		$3.4K Buy
+85
New +$3.22K ﹤0.01% 1038

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 $38.8B AUM 21.88% 1-Year Est. Return

ICA Group Wealth Management's AOM Position: Q1 2024 in Review

ICA Group Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 85 shares — an estimated $3.53K sold.

ICA Group Wealth Management first reported a position in AOM in Q4 2022 and held it in 4 quarters. The position peaked at $3.53K in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • ICA Group Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 85 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $3.53K.
  • ICA Group Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's iShares Core Moderate Allocation ETF position peaked at $3.53K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.