PCWA
AOM icon

Pacific Capital Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Pacific Capital Wealth Advisors’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 		– Hold
0
– – – 399
2024
Q3 		– Hold
0
– – – 490
2024
Q2 		– Sell
-502
Closed -$21.3K – 540
2024
Q1 		$21.5K Hold
502
– – 0.01% 186
2023
Q4 		$20.8K Buy
+502
New +$19.9K 0.01% 190
2020
Q4 		– Sell
-1,850
Closed -$76K – 74
2020
Q3 		$76K Buy
+1,850
New +$75.8K 0.05% 92

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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

Pacific Capital Wealth Advisors's AOM Position: Q4 2024 in Review

Pacific Capital Wealth Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2024 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Pacific Capital Wealth Advisors first reported a position in AOM in Q3 2020 and has held it in 3 quarters since. The position peaked at $76K in Q3 2020. 261 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Pacific Capital Wealth Advisors held 0 shares of iShares Core Moderate Allocation ETF worth $3 as of Q4 2024.
  • Pacific Capital Wealth Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2024.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Pacific Capital Wealth Advisors's portfolio in Q4 2024, its #399 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 3 quarters since.
  • Pacific Capital Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $76K in Q3 2020.
  • 261 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.