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Rothschild Investment LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-3,900
Closed -$165K – 2810
2024
Q1 		$167K Sell
3,900
-400
-9% -$16.7K 0.01% 502
2023
Q4 		$178K Buy
+4,300
New +$170K 0.02% 430

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rothschild Investment LLC's AOM Position: Q2 2024 in Review

Rothschild Investment LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 3,900 shares — an estimated $165K sold.

Rothschild Investment LLC first reported a position in AOM in Q4 2023 and held it in 2 quarters. The position peaked at $178K in Q4 2023. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • Rothschild Investment LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 3,900 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $165K.
  • Rothschild Investment LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 2 quarters.
  • Rothschild Investment LLC's iShares Core Moderate Allocation ETF position peaked at $178K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.