J. Arnold Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

J. Arnold 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
2023 Q4	–	Sell	-34,286	Closed	-$1.34M	–	37
2023 Q3	$1.34M	Buy	+34,286	New	+$1.37M	0.54%	13
2023 Q1	–	Sell	-36,972	Closed	-$1.41M	–	62
2022 Q4	$1.41M	Buy	+36,972	New	+$1.4M	0.69%	17
2021 Q3	–	Sell	-4,982	Closed	-$224K	–	68
2021 Q2	$224K	Buy	4,982 +413	+9%	+$18.4K	0.11%	44
2021 Q1	$201K	Sell	4,569 -123	-3%	-$5.35K	0.11%	43
2020 Q4	$203K	Buy	4,692 +45	+1%	+$1.9K	0.12%	44
2020 Q3	$191K	Sell	4,647 -572	-11%	-$23.4K	0.14%	31
2020 Q2	$208K	Buy	5,219 +1,460	+39%	+$56.3K	0.17%	39
2020 Q1	$138K	Sell	3,759 -53,794	-93%	-$2.11M	0.4%	15
2019 Q4	$2.31M	Buy	+57,553	New	+$2.28M	2.97%	8

Other funds holding AOM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

KCPG

Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

J. Arnold Wealth Management's AOM Position: Q4 2023 in Review

J. Arnold Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 34,286 shares — an estimated $1.34M sold.

J. Arnold Wealth Management first reported a position in AOM in Q4 2019 and held it in 9 quarters. The position peaked at $2.31M in Q4 2019. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

J. Arnold Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 34,286 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $1.34M.
J. Arnold Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 9 quarters.
J. Arnold Wealth Management's iShares Core Moderate Allocation ETF position peaked at $2.31M in Q4 2019.
253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.