Koshinski Asset Management
AOM icon

Koshinski Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Koshinski Asset 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
2021
Q1 		– Sell
-17,250
Closed -$745K – 589
2020
Q4 		$745K Buy
17,250
+9
+0.1% +$379 0.09% 242
2020
Q3 		$721K Buy
17,241
+101
+0.6% +$4.14K 0.1% 227
2020
Q2 		$683K Buy
+17,140
New +$661K 0.11% 220

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koshinski Asset Management's AOM Position: Q1 2021 in Review

Koshinski Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 17,250 shares — an estimated $745K sold.

Koshinski Asset Management first reported a position in AOM in Q2 2020 and held it in 3 quarters. The position peaked at $745K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Koshinski Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 17,250 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $745K.
  • Koshinski Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Core Moderate Allocation ETF position peaked at $745K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Koshinski Asset Management's 13F filing for Q1 2021, filed 6 May 2021.