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Midwest Professional Planners Ltd (MPPL)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2021
Q4 		– Sell
-5,383
Closed -$241K – 117
2021
Q3 		$241K Sell
5,383
-46
-0.8% -$2.09K 0.13% 109
2021
Q2 		$245K Sell
5,429
-1,951
-26% -$86.9K 0.13% 111
2021
Q1 		$271K Buy
7,380
+588
+9% +$25.6K 0.27% 72
2020
Q4 		$293K Sell
6,792
-666
-9% -$28K 0.18% 91
2020
Q3 		$306K Sell
7,458
-144
-2% -$5.9K 0.22% 83
2020
Q2 		$303K Buy
7,602
+222
+3% +$8.57K 0.24% 84
2020
Q1 		$271K Sell
7,380
-530
-7% -$20.8K 0.27% 73
2019
Q4 		$317K Buy
7,910
+11
+0.1% +$436 0.26% 75
2019
Q3 		$310K Sell
7,899
-1,280
-14% -$49.9K 0.28% 72
2019
Q2 		$358K Sell
9,179
-486
-5% -$18.6K 0.33% 67
2019
Q1 		$368K Sell
9,665
-22
-0.2% -$816 0.36% 63
2018
Q4 		$346K Buy
9,687
+574
+6% +$20.9K 0.37% 61
2018
Q3 		$345K Buy
9,113
+154
+2% +$5.81K 0.32% 64
2018
Q2 		$336K Buy
8,959
+882
+11% +$33.2K 0.3% 67
2018
Q1 		$305K Buy
8,077
+1,287
+19% +$49K 0.27% 71
2017
Q4 		$258K Buy
+6,790
New +$260K 0.24% 80

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s AOM Position: Q4 2021 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 5,383 shares — an estimated $241K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in AOM in Q4 2017 and held it in 16 quarters. The position peaked at $368K in Q1 2019. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 5,383 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $241K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 16 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Core Moderate Allocation ETF position peaked at $368K in Q1 2019.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2021, filed 10 Feb 2022.