Kistler-Tiffany Companies’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kistler-Tiffany Companies’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 Q2	$3.75K	Buy	93 +1	+1%	+$40	﹤0.01%	778
2023 Q1	$3.68K	Hold	92	–	–	﹤0.01%	701
2022 Q4	$3.51K	Sell	92 -100	-52%	-$3.79K	﹤0.01%	707
2022 Q3	$7K	Hold	192	–	–	﹤0.01%	633
2022 Q2	$7K	Buy	192 +1	+0.5%	+$40	﹤0.01%	618
2022 Q1	$8K	Hold	191	–	–	﹤0.01%	618
2021 Q4	$9K	Buy	191 +1	+0.5%	+$45	﹤0.01%	601
2021 Q3	$9K	Buy	190 +101	+113%	+$4.58K	﹤0.01%	595
2021 Q2	$4K	Buy	+89	New	+$3.97K	﹤0.01%	626

Other funds holding AOM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WFS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kistler-Tiffany Companies's AOM Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.1% in Q2 2023, buying an estimated $40 and bringing the position to 93 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Kistler-Tiffany Companies first reported a position in AOM in Q2 2021 and has held it in 9 quarters since. The position peaked at $9K in Q4 2021. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Kistler-Tiffany Companies held 93 shares of iShares Core Moderate Allocation ETF worth $3.75K as of Q2 2023.
Kistler-Tiffany Companies bought 1 iShares Core Moderate Allocation ETF share in Q2 2023, an estimated $40.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #778 holding.
Kistler-Tiffany Companies first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and has held it in 9 quarters since.
Kistler-Tiffany Companies's iShares Core Moderate Allocation ETF position peaked at $9K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.