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

Rowland Carmichael 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
2020
Q4 		$2.35M Sell
54,308
-1,895
-3% -$79.8K 0.74% 27
2020
Q3 		$2.31M Sell
56,203
-246
-0.4% -$10.1K 0.9% 20
2020
Q2 		$2.25M Buy
56,449
+1,160
+2% +$44.8K 0.96% 18
2020
Q1 		$2.03M Buy
55,289
+2,057
+4% +$80.6K 1.03% 15
2019
Q4 		$2.14M Buy
53,232
+8,644
+19% +$342K 0.73% 21
2019
Q3 		$1.75M Buy
44,588
+436
+1% +$17K 0.6% 26
2019
Q2 		$1.72M Buy
44,152
+13,954
+46% +$534K 0.6% 28
2019
Q1 		$1.15M Buy
30,198
+27,885
+1,206% +$1.03M 0.42% 43
2018
Q4 		$83K Hold
2,313
– – 0.04% 243
2018
Q3 		$88K Hold
2,313
– – 0.03% 298
2018
Q2 		$87K Hold
2,313
– – 0.04% 298
2018
Q1 		$87K Sell
2,313
-1,900
-45% -$72.4K 0.05% 266
2017
Q4 		$160K Buy
4,213
+180
+4% +$6.89K 0.08% 259
2017
Q3 		$153K Buy
4,033
+225
+6% +$8.45K 0.08% 239
2017
Q2 		$142K Buy
3,808
+500
+15% +$18.5K 0.08% 236
2017
Q1 		$120K Buy
3,308
+1,255
+61% +$45.1K 0.07% 234
2016
Q4 		$72K Sell
2,053
-245
-11% -$8.66K 0.04% 254
2016
Q3 		$83K Sell
2,298
-105
-4% -$3.76K 0.05% 240
2016
Q2 		$85K Buy
2,403
+1,493
+164% +$52.2K 0.05% 246
2016
Q1 		$32K Buy
+910
New +$30.6K 0.03% 181

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's AOM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.4% in Q4 2020, selling an estimated $79.8K and leaving 54,308 shares worth $2.35M. The position accounts for 0.74% of the portfolio, ranked #27.

Rowland Carmichael Advisors first reported a position in AOM in Q1 2016 and has held it in 20 quarters since. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Rowland Carmichael Advisors held 54,308 shares of iShares Core Moderate Allocation ETF worth $2.35M as of Q4 2020.
  • Rowland Carmichael Advisors sold 1,895 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $79.8K.
  • iShares Core Moderate Allocation ETF made up 0.74% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #27 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2016 and has held it in 20 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.