StrategIQ Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

StrategIQ Financial 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
2023 Q4	$1.29M	Buy	31,170 +619	+2%	+$24.5K	0.15%	123
2023 Q3	$1.19M	Sell	30,551 -269	-0.9%	-$10.8K	0.14%	126
2023 Q2	$1.25M	Sell	30,820 -342	-1%	-$13.7K	0.14%	121
2023 Q1	$1.24M	Buy	31,162 +115	+0.4%	+$4.52K	0.14%	111
2022 Q4	$1.18M	Sell	31,047 -2,307	-7%	-$87.5K	0.14%	115
2022 Q3	$1.22M	Buy	33,354 +1,062	+3%	+$41.6K	0.16%	109
2022 Q2	$1.26M	Sell	32,292 -1,461	-4%	-$59K	0.15%	112
2022 Q1	$1.45M	Buy	33,753 +765	+2%	+$33.3K	0.16%	109
2021 Q4	$1.5M	Sell	32,988 -426	-1%	-$19.3K	0.15%	105
2021 Q3	$1.5M	Sell	33,414 -1,226	-4%	-$55.6K	0.3%	74
2021 Q2	$1.56M	Sell	34,640 -990	-3%	-$44.1K	0.31%	70
2021 Q1	$1.55M	Buy	35,630 +985	+3%	+$42.9K	0.33%	67
2020 Q4	$1.5M	Buy	34,645 +2,877	+9%	+$121K	0.34%	62
2020 Q3	$1.3M	Buy	31,768 +939	+3%	+$38.5K	0.33%	64
2020 Q2	$1.23M	Buy	30,829 +1,383	+5%	+$53.4K	0.33%	68
2020 Q1	$1.08M	Buy	29,446 +438	+2%	+$17.2K	0.34%	65
2019 Q4	$1.16M	Sell	29,008 -59	-0.2%	-$2.34K	0.3%	70
2019 Q3	$1.14M	Buy	29,067 +548	+2%	+$21.3K	0.32%	67
2019 Q2	$1.11M	Buy	28,519 +469	+2%	+$17.9K	0.32%	72
2019 Q1	$1.07M	Sell	28,050 -204	-0.7%	-$7.57K	0.33%	70
2018 Q4	$1.01M	Buy	28,254 +2,250	+9%	+$82.1K	0.35%	68
2018 Q3	$985K	Buy	26,004 +1,212	+5%	+$45.7K	0.31%	76
2018 Q2	$930K	Buy	24,792 +3,086	+14%	+$116K	0.32%	74
2018 Q1	$820K	Sell	21,706 -59	-0.3%	-$2.25K	0.32%	74
2017 Q4	$828K	Sell	21,765 -1,368	-6%	-$52.4K	0.32%	78
2017 Q3	$878K	Buy	23,133 +706	+3%	+$26.5K	0.35%	59
2017 Q2	$836K	Sell	22,427 -1,266	-5%	-$46.7K	0.36%	63
2017 Q1	$861K	Sell	23,693 -1,667	-7%	-$59.9K	0.39%	58
2016 Q4	$893K	Buy	25,360 +511	+2%	+$18.1K	0.45%	54
2016 Q3	$897K	Buy	24,849 +9,812	+65%	+$351K	0.49%	50
2016 Q2	$531K	Buy	15,037 +177	+1%	+$6.18K	0.31%	64
2016 Q1	$517K	Buy	14,860 +1,797	+14%	+$60.5K	0.48%	38
2015 Q4	$445K	Buy	+13,063	New	+$451K	0.46%	37

Other funds holding AOM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

StrategIQ Financial Group's AOM Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2% in Q4 2023, buying an estimated $24.5K and bringing the position to 31,170 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #123.

StrategIQ Financial Group first reported a position in AOM in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.56M in Q2 2021. 254 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

StrategIQ Financial Group held 31,170 shares of iShares Core Moderate Allocation ETF worth $1.29M as of Q4 2023.
StrategIQ Financial Group bought 619 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $24.5K.
iShares Core Moderate Allocation ETF made up 0.15% of StrategIQ Financial Group's portfolio in Q4 2023, its #123 holding.
StrategIQ Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 33 quarters since.
StrategIQ Financial Group's iShares Core Moderate Allocation ETF position peaked at $1.56M in Q2 2021.
254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.