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Planning Solutions Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Planning Solutions 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
2019
Q2 		$6.56M Sell
168,077
-8,168
-5% -$313K 3.38% 7
2019
Q1 		$6.71M Sell
176,245
-9,586
-5% -$356K 3.59% 6
2018
Q4 		$6.63M Buy
+185,831
New +$6.78M 4.03% 5

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Planning Solutions Group's AOM Position: Q2 2019 in Review

Planning Solutions Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.6% in Q2 2019, selling an estimated $313K and leaving 168,077 shares worth $6.56M. The position accounts for 3.38% of the portfolio, ranked #7.

Planning Solutions Group first reported a position in AOM in Q4 2018 and has held it in 3 quarters since. The position peaked at $6.71M in Q1 2019. 159 funds tracked by Wall St. Rank hold AOM as of Q2 2019.

  • Planning Solutions Group held 168,077 shares of iShares Core Moderate Allocation ETF worth $6.56M as of Q2 2019.
  • Planning Solutions Group sold 8,168 iShares Core Moderate Allocation ETF shares in Q2 2019, an estimated $313K.
  • iShares Core Moderate Allocation ETF made up 3.38% of Planning Solutions Group's portfolio in Q2 2019, its #7 holding.
  • Planning Solutions Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's iShares Core Moderate Allocation ETF position peaked at $6.71M in Q1 2019.
  • 159 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.