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Reston Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Reston Wealth Management’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 		– Sell
-117
Closed -$5.27K – 77
2024
Q3 		$5.27K Sell
117
-18,889
-99% -$828K ﹤0.01% 302
2024
Q2 		$817K Sell
19,006
-821
-4% -$34.8K 0.33% 24
2024
Q1 		$848K Sell
19,827
-620
-3% -$25.9K 0.34% 22
2023
Q4 		$849K Buy
20,447
+1,594
+8% +$63.2K 0.39% 22
2023
Q3 		$734K Sell
18,853
-14,533
-44% -$581K 0.37% 21
2023
Q2 		$1.35M Sell
33,386
-525
-2% -$21K 0.64% 16
2023
Q1 		$1.35M Buy
33,911
+1,411
+4% +$55.4K 0.71% 16
2022
Q4 		$1.24M Sell
32,500
-101
-0.3% -$3.83K 0.68% 17
2022
Q3 		$1.19M Sell
32,601
-18,243
-36% -$715K 0.71% 17
2022
Q2 		$1.98M Sell
50,844
-1,528
-3% -$61.8K 1.1% 13
2022
Q1 		$2.25M Buy
52,372
+221
+0.4% +$9.63K 1.15% 15
2021
Q4 		$2.37M Buy
52,151
+3,150
+6% +$143K 1.15% 15
2021
Q3 		$2.19M Sell
49,001
-95,007
-66% -$4.31M 1.14% 14
2021
Q2 		$6.49M Buy
144,008
+23,697
+20% +$1.06M 3.25% 9
2021
Q1 		$5.24M Sell
120,311
-10,134
-8% -$441K 2.74% 7
2020
Q4 		$5.63M Sell
130,445
-4,552
-3% -$192K 3.2% 7
2020
Q3 		$5.54M Sell
134,997
-716
-0.5% -$29.3K 3.56% 6
2020
Q2 		$5.41M Sell
135,713
-12,326
-8% -$476K 3.72% 6
2020
Q1 		$5.44M Sell
148,039
-34,094
-19% -$1.34M 4.37% 5
2019
Q4 		$7.31M Buy
182,133
+19,548
+12% +$774K 5.84% 5
2019
Q3 		$6.39M Buy
162,585
+21,555
+15% +$840K 5.71% 5
2019
Q2 		$5.5M Buy
141,030
+4,345
+3% +$166K 4.32% 8
2019
Q1 		$5.24M Buy
136,685
+47,667
+54% +$1.77M 4.2% 8
2018
Q4 		$3.18M Buy
+89,018
New +$3.25M 3.03% 8

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

Reston Wealth Management's AOM Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 117 shares — an estimated $5.27K sold.

Reston Wealth Management first reported a position in AOM in Q4 2018 and held it in 24 quarters. The position peaked at $7.31M in Q4 2019. 261 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 117 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $5.27K.
  • Reston Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 24 quarters.
  • Reston Wealth Management's iShares Core Moderate Allocation ETF position peaked at $7.31M in Q4 2019.
  • 261 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.