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Kowal Investment Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kowal Investment Group’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
Q1 		– Sell
-7,736
Closed -$321K – 180
2023
Q4 		$321K Buy
+7,736
New +$307K 0.07% 119
2023
Q1 		– Sell
-9,315
Closed -$354K – 156
2022
Q4 		$354K Buy
+9,315
New +$353K 0.11% 102

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kowal Investment Group's AOM Position: Q1 2024 in Review

Kowal Investment Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 7,736 shares — an estimated $321K sold.

Kowal Investment Group first reported a position in AOM in Q4 2022 and held it in 2 quarters. The position peaked at $354K in Q4 2022. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Kowal Investment Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Kowal Investment Group sold 7,736 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $321K.
  • Kowal Investment Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Kowal Investment Group's iShares Core Moderate Allocation ETF position peaked at $354K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Kowal Investment Group's 13F filing for Q1 2024, filed 18 Apr 2024.