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

Key Financial Inc’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
Q2 		– Sell
-26
Closed -$1.11K – 1342
2024
Q1 		$1.11K Hold
26
– – ﹤0.01% 1171
2023
Q4 		$1.08K Hold
26
– – ﹤0.01% 1174
2023
Q3 		$1.01K Hold
26
– – ﹤0.01% 1191
2023
Q2 		$1.05K Hold
26
– – ﹤0.01% 1234
2023
Q1 		$1.04K Hold
26
– – ﹤0.01% 1028
2022
Q4 		$952 Hold
26
– – ﹤0.01% 1040
2022
Q3 		$1K Hold
26
– – ﹤0.01% 998
2022
Q2 		$1K Hold
26
– – ﹤0.01% 982
2022
Q1 		$1K Buy
+26
New +$1.13K ﹤0.01% 974

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's AOM Position: Q2 2024 in Review

Key Financial Inc sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 26 shares — an estimated $1.11K sold.

Key Financial Inc first reported a position in AOM in Q1 2022 and held it in 9 quarters. The position peaked at $1.11K in Q1 2024. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • Key Financial Inc reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 26 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $1.11K.
  • Key Financial Inc first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 9 quarters.
  • Key Financial Inc's iShares Core Moderate Allocation ETF position peaked at $1.11K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.