Life Planning Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-720
Closed -$29.9K 72
2023
Q4
$29.9K Buy
+720
New +$28.5K 0.03% 120
2022
Q3
$38K Hold
1,039
0.04% 96
2022
Q2
$40K Hold
1,039
0.05% 96
2022
Q1
$45K Hold
1,039
0.05% 94
2021
Q4
$48K Buy
+1,039
New +$47.1K 0.05% 91

Other funds holding AOM

Life Planning Partners's AOM Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 720 shares — an estimated $29.9K sold.

Life Planning Partners first reported a position in AOM in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q4 2021. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 720 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $29.9K.
  • Life Planning Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares Core Moderate Allocation ETF position peaked at $48K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.