LifePlan Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

LifePlan Financial 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
2020 Q3	$139K	Buy	3,398 +105	+3%	+$4.3K	0.06%	160
2020 Q2	$131K	Hold	3,293	–	–	0.06%	158
2020 Q1	$121K	Sell	3,293 -967	-23%	-$37.9K	0.07%	151
2019 Q4	$171K	Hold	4,260	–	–	0.08%	141
2019 Q3	$167K	Sell	4,260 -167	-4%	-$6.5K	0.08%	140
2019 Q2	$173K	Buy	4,427 +252	+6%	+$9.64K	0.08%	135
2019 Q1	$159K	Sell	4,175 -116	-3%	-$4.3K	0.08%	145
2018 Q4	$153K	Sell	4,291 -94	-2%	-$3.43K	0.1%	140
2018 Q3	$166K	Sell	4,385 -657	-13%	-$24.8K	0.09%	141
2018 Q2	$189K	Hold	5,042	–	–	0.11%	122
2018 Q1	$190K	Buy	+5,042	New	+$192K	0.11%	115
2014 Q2	–	Sell	-1,564	Closed	-$54K	–	75
2014 Q1	$54K	Buy	1,564 +366	+31%	+$12.6K	0.04%	115
2013 Q4	$41K	Buy	+1,198	New	+$40.6K	0.03%	113

Other funds holding AOM

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

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LifePlan Financial Group's AOM Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.2% in Q3 2020, buying an estimated $4.3K and bringing the position to 3,398 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #160.

LifePlan Financial Group first reported a position in AOM in Q4 2013 and has held it in 13 quarters since. The position peaked at $190K in Q1 2018. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

LifePlan Financial Group held 3,398 shares of iShares Core Moderate Allocation ETF worth $139K as of Q3 2020.
LifePlan Financial Group bought 105 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $4.3K.
iShares Core Moderate Allocation ETF made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #160 holding.
LifePlan Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and has held it in 13 quarters since.
LifePlan Financial Group's iShares Core Moderate Allocation ETF position peaked at $190K in Q1 2018.
188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.