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Sowell Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sowell Financial Services’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
-2,321
Closed -$104K – 623
2021
Q1 		$104K Buy
2,321
+172
+8% +$7.49K ﹤0.01% 1345
2020
Q4 		$93K Buy
2,149
+7
+0.3% +$295 ﹤0.01% 1178
2020
Q3 		$88K Buy
2,142
+5
+0.2% +$205 ﹤0.01% 1014
2020
Q2 		$85K Buy
2,137
+22
+1% +$849 ﹤0.01% 1012
2020
Q1 		$78K Sell
2,115
-161
-7% -$6.3K 0.01% 919
2019
Q4 		$91K Buy
2,276
+382
+20% +$15.1K 0.01% 948
2019
Q3 		$74K Buy
+1,894
New +$73.8K 0.01% 900

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

Sowell Financial Services's AOM Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2021, closing a stake of 2,321 shares — an estimated $104K sold.

Sowell Financial Services first reported a position in AOM in Q3 2019 and held it in 7 quarters. The position peaked at $104K in Q1 2021. 237 funds tracked by Wall St. Rank hold AOM as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,321 iShares Core Moderate Allocation ETF shares in Q2 2021, an estimated $104K.
  • Sowell Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iShares Core Moderate Allocation ETF position peaked at $104K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.