Macroview Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-427	Closed	-$19.3K	–	108
2024 Q3	$19.3K	Buy	427 +3	+0.7%	+$132	0.02%	179
2024 Q2	$18.2K	Buy	424 +2	+0.5%	+$85	0.02%	185
2024 Q1	$18K	Buy	422 +58	+16%	+$2.42K	0.02%	199
2023 Q4	$15.1K	Buy	364 +6	+2%	+$238	0.02%	203
2023 Q3	$13.9K	Hold	358	–	–	0.02%	195
2023 Q2	$14.5K	Hold	358	–	–	0.02%	164
2023 Q1	$14.3K	Hold	358	–	–	0.02%	158
2022 Q4	$13.6K	Hold	358	–	–	0.02%	158
2022 Q3	$13K	Hold	358	–	–	0.02%	136
2022 Q2	$14K	Hold	358	–	–	0.02%	147
2022 Q1	$15K	Buy	358 +168	+88%	+$7.32K	0.02%	154
2021 Q4	$9K	Hold	190	–	–	0.01%	251
2021 Q3	$9K	Hold	190	–	–	0.01%	201
2021 Q2	$9K	Hold	190	–	–	0.01%	183
2021 Q1	$8K	Buy	190 +98	+107%	+$4.26K	0.01%	170
2020 Q4	$4K	Hold	92	–	–	0.01%	199
2020 Q3	$4K	Hold	92	–	–	0.01%	175
2020 Q2	$4K	Buy	+92	New	+$3.55K	0.01%	157

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Macroview Investment Management's AOM Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 427 shares — an estimated $19.3K sold.

Macroview Investment Management first reported a position in AOM in Q2 2020 and held it in 18 quarters. The position peaked at $19.3K in Q3 2024. 261 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

Macroview Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 427 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $19.3K.
Macroview Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 18 quarters.
Macroview Investment Management's iShares Core Moderate Allocation ETF position peaked at $19.3K in Q3 2024.
261 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.