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Jaffetilchin Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-2,211
Closed -$99.7K – 419
2024
Q3 		$99.7K Buy
+2,211
New +$97K 0.01% 468

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Jaffetilchin Investment Partners's AOM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 2,211 shares — an estimated $99.7K sold.

Jaffetilchin Investment Partners first reported a position in AOM in Q3 2024 and held it in 1 quarter. The position peaked at $99.7K in Q3 2024. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,211 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $99.7K.
  • Jaffetilchin Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Core Moderate Allocation ETF position peaked at $99.7K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.