PCA Investment Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,402
Closed -$231K 140
2024
Q1
$231K Sell
5,402
-50
-0.9% -$2.09K 0.13% 121
2023
Q4
$226K Sell
5,452
-23
-0.4% -$912 0.15% 102
2023
Q3
$213K Buy
5,475
+4
+0.1% +$160 0.15% 101
2023
Q2
$221K Sell
5,471
-546
-9% -$21.8K 0.13% 100
2023
Q1
$240K Buy
+6,017
New +$236K 0.17% 91

Other funds holding AOM

PCA Investment Advisory Services's AOM Position: Q2 2024 in Review

PCA Investment Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 5,402 shares — an estimated $231K sold.

PCA Investment Advisory Services first reported a position in AOM in Q1 2023 and held it in 5 quarters. The position peaked at $240K in Q1 2023. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • PCA Investment Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • PCA Investment Advisory Services sold 5,402 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $231K.
  • PCA Investment Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 5 quarters.
  • PCA Investment Advisory Services's iShares Core Moderate Allocation ETF position peaked at $240K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on PCA Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.