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Rockbridge Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-14
Closed -$582 – 148
2023
Q4 		$582 Buy
+14
New +$555 ﹤0.01% 610

Other funds holding AOM

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rockbridge Investment Management's AOM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 14 shares — an estimated $582 sold.

Rockbridge Investment Management first reported a position in AOM in Q4 2023 and held it in 1 quarter. The position peaked at $582 in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 14 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $582.
  • Rockbridge Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares Core Moderate Allocation ETF position peaked at $582 in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.