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O'Dell Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-6,039
Closed -$251K – 112
2023
Q4 		$251K Sell
6,039
-527
-8% -$20.9K 0.07% 69
2023
Q3 		$256K Sell
6,566
-92
-1% -$3.68K 0.08% 63
2023
Q2 		$269K Buy
6,658
+21
+0.3% +$838 0.08% 67
2023
Q1 		$265K Buy
6,637
+5
+0.1% +$196 0.09% 62
2022
Q4 		$252K Buy
6,632
+20
+0.3% +$758 0.09% 58
2022
Q3 		$242K Buy
6,612
+29
+0.4% +$1.14K 0.09% 56
2022
Q2 		$256K Buy
6,583
+14
+0.2% +$566 0.09% 54
2022
Q1 		$282K Sell
6,569
-45
-0.7% -$1.96K 0.08% 61
2021
Q4 		$301K Buy
6,614
+39
+0.6% +$1.77K 0.09% 57
2021
Q3 		$294K Buy
6,575
+17
+0.3% +$771 0.09% 56
2021
Q2 		$295K Buy
6,558
+12
+0.2% +$535 0.09% 59
2021
Q1 		$285K Sell
6,546
-324
-5% -$14.1K 0.1% 56
2020
Q4 		$297K Buy
+6,870
New +$289K 0.12% 45
2020
Q1 		– Sell
-6,697
Closed -$269K – 28
2019
Q4 		$269K Buy
6,697
+22
+0.3% +$871 0.13% 43
2019
Q3 		$262K Buy
6,675
+36
+0.5% +$1.4K 0.15% 41
2019
Q2 		$259K Buy
6,639
+23
+0.3% +$880 0.16% 40
2019
Q1 		$252K Buy
6,616
+29
+0.4% +$1.08K 0.16% 41
2018
Q4 		$235K Buy
6,587
+21
+0.3% +$766 0.17% 39
2018
Q3 		$249K Buy
6,566
+32
+0.5% +$1.21K 0.16% 30
2018
Q2 		$245K Buy
6,534
+17
+0.3% +$640 0.17% 29
2018
Q1 		$246K Buy
6,517
+73
+1% +$2.78K 0.18% 27
2017
Q4 		$245K Buy
6,444
+17
+0.3% +$651 0.18% 29
2017
Q3 		$244K Buy
6,427
+397
+7% +$14.9K 0.19% 28
2017
Q2 		$225K Hold
6,030
– – 0.19% 30
2017
Q1 		$219K Hold
6,030
– – 0.19% 29
2016
Q4 		$212K Buy
+6,030
New +$213K 0.21% 29

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

O'Dell Group's AOM Position: Q1 2024 in Review

O'Dell Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 6,039 shares — an estimated $251K sold.

O'Dell Group first reported a position in AOM in Q4 2016 and held it in 26 quarters. The position peaked at $301K in Q4 2021. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • O'Dell Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 6,039 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $251K.
  • O'Dell Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 26 quarters.
  • O'Dell Group's iShares Core Moderate Allocation ETF position peaked at $301K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.