Ironwood Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-447	Closed	-$20K	–	143
2021 Q3	$20K	Hold	447	–	–	0.01%	282
2021 Q2	$20K	Sell	447 -34	-7%	-$1.51K	0.01%	274
2021 Q1	$21K	Hold	481	–	–	0.01%	258
2020 Q4	$21K	Hold	481	–	–	0.01%	241
2020 Q3	$20K	Hold	481	–	–	0.01%	189
2020 Q2	$19K	Sell	481 -2	-0.4%	-$77	0.01%	182
2020 Q1	$18K	Sell	483 -482	-50%	-$18.9K	0.01%	162
2019 Q4	$39K	Hold	965	–	–	0.02%	131
2019 Q3	$38K	Hold	965	–	–	0.02%	139
2019 Q2	$38K	Hold	965	–	–	0.02%	139
2019 Q1	$37K	Hold	965	–	–	0.02%	139
2018 Q4	$34K	Hold	965	–	–	0.02%	133
2018 Q3	$37K	Buy	965 +104	+12%	+$3.92K	0.02%	137
2018 Q2	$32K	Hold	861	–	–	0.02%	119
2018 Q1	$33K	Hold	861	–	–	0.04%	96
2017 Q4	$33K	Hold	861	–	–	0.02%	106
2017 Q3	$33K	Hold	861	–	–	0.02%	109
2017 Q2	$32K	Hold	861	–	–	0.02%	103
2017 Q1	$31K	Hold	861	–	–	0.02%	106
2016 Q4	$30K	Hold	861	–	–	0.02%	107
2016 Q3	$31K	Hold	861	–	–	0.02%	111
2016 Q2	$30K	Hold	861	–	–	0.02%	113
2016 Q1	$30K	Buy	+861	New	+$29K	0.02%	111
2015 Q3	$29K	Hold	859	–	–	0.01%	144
2015 Q2	$30K	Hold	859	–	–	0.01%	141
2015 Q1	$31K	Hold	859	–	–	0.01%	136
2014 Q4	$30K	Buy	+859	New	+$30.1K	0.02%	122

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial's AOM Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 447 shares — an estimated $20K sold.

Ironwood Financial first reported a position in AOM in Q4 2014 and held it in 27 quarters. The position peaked at $39K in Q4 2019. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

Ironwood Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 447 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $20K.
Ironwood Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Core Moderate Allocation ETF position peaked at $39K in Q4 2019.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.