RPg Family Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-2,471	Closed	-$106K	–	90
2022 Q1	$106K	Hold	2,471	–	–	0.05%	127
2021 Q4	$112K	Sell	2,471 -229	-8%	-$10.4K	0.04%	133
2021 Q3	$121K	Hold	2,700	–	–	0.05%	137
2021 Q2	$122K	Buy	+2,700	New	+$120K	0.05%	142
2020 Q4	$125K	Hold	2,883	–	–	0.06%	131
2020 Q3	$118K	Hold	2,883	–	–	0.06%	132
2020 Q2	$115K	Sell	2,883 -973	-25%	-$37.5K	0.07%	128
2020 Q1	$142K	Sell	3,856 -1,200	-24%	-$47K	0.11%	95
2019 Q4	$203K	Sell	5,056 -1,785	-26%	-$70.7K	0.12%	98
2019 Q3	$269K	Buy	6,841 +60	+0.9%	+$2.34K	0.16%	86
2019 Q2	$265K	Sell	6,781 -409	-6%	-$15.6K	0.16%	85
2019 Q1	$274K	Buy	+7,190	New	+$267K	0.16%	87

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPg Family Wealth Advisory's AOM Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 2,471 shares — an estimated $106K sold.

RPg Family Wealth Advisory first reported a position in AOM in Q1 2019 and held it in 12 quarters. The position peaked at $274K in Q1 2019. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,471 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $106K.
RPg Family Wealth Advisory first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 12 quarters.
RPg Family Wealth Advisory's iShares Core Moderate Allocation ETF position peaked at $274K in Q1 2019.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.