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

Ranch Capital 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
2021 Q4	–	Sell	-59	Closed	-$3K	–	178
2021 Q3	$3K	Buy	59 +19	+48%	+$862	﹤0.01%	577
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	829
2021 Q1	$1K	Buy	40 +25	+167%	+$1.09K	﹤0.01%	824
2020 Q4	$0	Hold	15	–	–	﹤0.01%	876
2020 Q3	$0	Hold	15	–	–	﹤0.01%	869
2020 Q2	$0	Buy	+15	New	+$579	﹤0.01%	915

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ranch Capital Advisors's AOM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 59 shares — an estimated $3K sold.

Ranch Capital Advisors first reported a position in AOM in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 59 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $3K.
Ranch Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 6 quarters.
Ranch Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $3K in Q3 2021.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.