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

NorthRock Partners’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
-7,019
Closed -$317K – 781
2024
Q3 		$317K Buy
7,019
+2
+0% +$88 0.01% 480
2024
Q2 		$302K Sell
7,017
-465
-6% -$19.7K 0.01% 469
2024
Q1 		$320K Buy
7,482
+330
+5% +$13.8K 0.01% 465
2023
Q4 		$297K Buy
+7,152
New +$283K 0.01% 459
2023
Q2 		– Sell
-6,936
Closed -$276K – 314
2023
Q1 		$276K Hold
6,936
– – 0.03% 240
2022
Q4 		$264K Sell
6,936
-260
-4% -$9.86K 0.03% 273
2022
Q3 		$263K Hold
7,196
– – 0.03% 234
2022
Q2 		$280K Hold
7,196
– – 0.03% 232
2022
Q1 		$309K Sell
7,196
-574
-7% -$25K 0.03% 239
2021
Q4 		$353K Buy
7,770
+222
+3% +$10.1K 0.03% 213
2021
Q3 		$338K Sell
7,548
-219
-3% -$9.93K 0.03% 197
2021
Q2 		$350K Buy
7,767
+1
+0% +$45 0.03% 176
2021
Q1 		$338K Sell
7,766
-3,140
-29% -$137K 0.03% 161
2020
Q4 		$471K Hold
10,906
– – 0.05% 133
2020
Q3 		$448K Sell
10,906
-4
-0% -$164 0.05% 129
2020
Q2 		$435K Buy
10,910
+4
+0% +$154 0.05% 128
2020
Q1 		$401K Sell
10,906
-9
-0.1% -$352 0.06% 123
2019
Q4 		$438K Buy
+10,915
New +$432K 0.05% 165

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

NorthRock Partners's AOM Position: Q4 2024 in Review

NorthRock Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 7,019 shares — an estimated $317K sold.

NorthRock Partners first reported a position in AOM in Q4 2019 and held it in 18 quarters. The position peaked at $471K in Q4 2020. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • NorthRock Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 7,019 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $317K.
  • NorthRock Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 18 quarters.
  • NorthRock Partners's iShares Core Moderate Allocation ETF position peaked at $471K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.