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

Strategic Wealth Partners Group’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
-15,995
Closed -$727K – 56
2021
Q4 		$727K Sell
15,995
-2,477
-13% -$112K 0.13% 38
2021
Q3 		$826K Buy
+18,472
New +$838K 0.16% 36
2021
Q1 		$771K Buy
+17,693
New +$770K 0.15% 37

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners Group's AOM Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 15,995 shares — an estimated $727K sold.

Strategic Wealth Partners Group first reported a position in AOM in Q1 2021 and held it in 3 quarters. The position peaked at $826K in Q3 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • Strategic Wealth Partners Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 15,995 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $727K.
  • Strategic Wealth Partners Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 3 quarters.
  • Strategic Wealth Partners Group's iShares Core Moderate Allocation ETF position peaked at $826K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.