Polaris Wealth Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Polaris Wealth Advisory 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
2022 Q1	–	Sell	-4,438	Closed	-$202K	–	160
2021 Q4	$202K	Sell	4,438 -1,660	-27%	-$75.3K	0.01%	170
2021 Q3	$273K	Sell	6,098 -210	-3%	-$9.52K	0.02%	142
2021 Q2	$284K	Sell	6,308 -501	-7%	-$22.3K	0.02%	144
2021 Q1	$300K	Buy	6,809 +2	+0%	+$87	0.02%	144
2020 Q4	$296K	Buy	6,807 +1,370	+25%	+$57.7K	0.02%	153
2020 Q3	$223K	Sell	5,437 -956	-15%	-$39.2K	0.02%	146
2020 Q2	$256K	Buy	+6,393	New	+$247K	0.02%	129
2020 Q1	–	Sell	-5,526	Closed	-$225K	–	119
2019 Q4	$225K	Buy	5,526 +199	+4%	+$7.88K	0.02%	135
2019 Q3	$206K	Sell	5,327 -453	-8%	-$17.6K	0.02%	142
2019 Q2	$227K	Sell	5,780 -19,514	-77%	-$747K	0.02%	130
2019 Q1	$965K	Sell	25,294 -4,465	-15%	-$166K	0.07%	106
2018 Q4	$1.06M	Buy	29,759 +24,389	+454%	+$889K	0.1%	81
2018 Q3	$203K	Sell	5,370 -317	-6%	-$12K	0.01%	155
2018 Q2	$215K	Hold	5,687	–	–	0.02%	100
2018 Q1	$215K	Buy	5,687 +353	+7%	+$13.4K	0.02%	133
2017 Q4	$203K	Sell	5,334 -697	-12%	-$26.7K	0.02%	140
2017 Q3	$229K	Buy	+6,031	New	+$226K	0.02%	135
2017 Q1	–	Sell	-6,284	Closed	-$221K	–	108
2016 Q4	$221K	Buy	6,284 +182	+3%	+$6.43K	0.03%	102
2016 Q3	$220K	Sell	6,102 -835	-12%	-$29.9K	0.03%	100
2016 Q2	$245K	Sell	6,937 -267	-4%	-$9.33K	0.04%	87
2016 Q1	$251K	Sell	7,204 -2,088	-22%	-$70.3K	0.04%	96
2015 Q4	$316K	Sell	9,292 -514	-5%	-$17.7K	0.05%	117
2015 Q3	$332K	Sell	9,806 -1,701	-15%	-$58.7K	0.07%	61
2015 Q2	$406K	Buy	+11,507	New	+$411K	0.08%	61
2014 Q2	–	Sell	-3,411	Closed	-$119K	–	75
2014 Q1	$119K	Buy	3,411 +1,689	+98%	+$58K	0.03%	82
2013 Q4	$59K	Sell	1,722 -604	-26%	-$20.5K	0.01%	107
2013 Q3	$77.5K	Hold	2,326	–	–	0.02%	90
2013 Q2	$75.3K	Buy	+2,326	New	+$76.6K	0.03%	75

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Polaris Wealth Advisory Group's AOM Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 4,438 shares — an estimated $202K sold.

Polaris Wealth Advisory Group first reported a position in AOM in Q2 2013 and held it in 28 quarters. The position peaked at $1.06M in Q4 2018. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,438 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $202K.
Polaris Wealth Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 28 quarters.
Polaris Wealth Advisory Group's iShares Core Moderate Allocation ETF position peaked at $1.06M in Q4 2018.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.