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Shilanski & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Shilanski & Associates’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
Q4 		– Sell
-14,913
Closed -$546K – 116
2022
Q3 		$546K Buy
+14,913
New +$584K 0.2% 66

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shilanski & Associates's AOM Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 14,913 shares — an estimated $546K sold.

Shilanski & Associates first reported a position in AOM in Q3 2022 and held it in 1 quarter. The position peaked at $546K in Q3 2022. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 14,913 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $546K.
  • Shilanski & Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Core Moderate Allocation ETF position peaked at $546K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.