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

SRH 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
2022 Q1	–	Sell	-340	Closed	-$15K	–	306
2021 Q4	$15K	Hold	340	–	–	0.02%	194
2021 Q3	$15K	Hold	340	–	–	0.02%	189
2021 Q2	$15K	Hold	340	–	–	0.02%	190
2021 Q1	$15K	Hold	340	–	–	0.02%	176
2020 Q4	$15K	Buy	+340	New	+$14.3K	0.02%	176

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SRH Advisors's AOM Position: Q1 2022 in Review

SRH Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 340 shares — an estimated $15K sold.

SRH Advisors first reported a position in AOM in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

SRH Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
SRH Advisors sold 340 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $15K.
SRH Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 5 quarters.
SRH Advisors's iShares Core Moderate Allocation ETF position peaked at $15K in Q4 2021.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on SRH Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.