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

LFS 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
2022
Q3 		$4.7M Buy
128,460
+14,605
+13% +$572K 4.75% 5
2022
Q2 		$4.44M Buy
+113,855
New +$4.6M 3.61% 9

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFS Asset Management's AOM Position: Q3 2022 in Review

LFS Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 13% in Q3 2022, buying an estimated $572K and bringing the position to 128,460 shares worth $4.7M. The position accounts for 4.75% of the portfolio, ranked #5.

LFS Asset Management first reported a position in AOM in Q2 2022 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

  • LFS Asset Management held 128,460 shares of iShares Core Moderate Allocation ETF worth $4.7M as of Q3 2022.
  • LFS Asset Management bought 14,605 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $572K.
  • iShares Core Moderate Allocation ETF made up 4.75% of LFS Asset Management's portfolio in Q3 2022, its #5 holding.
  • LFS Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.