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ShoreHaven Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-182
Closed -$8K – 72
2021
Q1 		$8K Hold
182
– – ﹤0.01% 206
2020
Q4 		$8K Buy
+182
New +$7.66K ﹤0.01% 178

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

ShoreHaven Wealth Partners's AOM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2021, closing a stake of 182 shares — an estimated $8K sold.

ShoreHaven Wealth Partners first reported a position in AOM in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 237 funds tracked by Wall St. Rank hold AOM as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 182 iShares Core Moderate Allocation ETF shares in Q2 2021, an estimated $8K.
  • ShoreHaven Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $8K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.