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

RiverTree 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	-86,580	Closed	-$3.87M	–	40
2021 Q3	$3.87M	Sell	86,580 -720	-0.8%	-$32.7K	2.64%	17
2021 Q2	$3.93M	Sell	87,300 -928	-1%	-$41.4K	2.66%	17
2021 Q1	$3.84M	Buy	+88,228	New	+$3.84M	2.69%	16

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

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

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

AWM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

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

RiverTree Advisors's AOM Position: Q4 2021 in Review

RiverTree Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 86,580 shares — an estimated $3.87M sold.

RiverTree Advisors first reported a position in AOM in Q1 2021 and held it in 3 quarters. The position peaked at $3.93M in Q2 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

RiverTree Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
RiverTree Advisors sold 86,580 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $3.87M.
RiverTree Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 3 quarters.
RiverTree Advisors's iShares Core Moderate Allocation ETF position peaked at $3.93M in Q2 2021.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on RiverTree Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.