IronBridge Private Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-24	Closed	-$1K	–	49
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	271
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	254
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	259
2021 Q1	$1K	Sell	24 -115,441	-100%	-$5.02M	﹤0.01%	259
2020 Q4	$4.99M	Buy	+115,465	New	+$4.86M	3.69%	9

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IronBridge Private Wealth's AOM Position: Q1 2022 in Review

IronBridge Private Wealth sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 24 shares — an estimated $1K sold.

IronBridge Private Wealth first reported a position in AOM in Q4 2020 and held it in 5 quarters. The position peaked at $4.99M in Q4 2020. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

IronBridge Private Wealth reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 24 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $1K.
IronBridge Private Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's iShares Core Moderate Allocation ETF position peaked at $4.99M in Q4 2020.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.