Sugarloaf Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$34.8K	Hold	800	–	–	0.01%	341
2024 Q3	$36.1K	Hold	800	–	–	0.01%	342
2024 Q2	$34.4K	Hold	800	–	–	0.01%	334
2024 Q1	$34.2K	Hold	800	–	–	0.01%	334
2023 Q4	$33.2K	Hold	800	–	–	0.01%	330
2023 Q3	$31.1K	Hold	800	–	–	0.01%	336
2023 Q2	$32.3K	Hold	800	–	–	0.01%	339
2023 Q1	$31.9K	Hold	800	–	–	0.01%	341
2022 Q4	$30.4K	Hold	800	–	–	0.01%	356
2022 Q3	$30K	Hold	800	–	–	0.01%	364
2022 Q2	$31K	Hold	800	–	–	0.01%	355
2022 Q1	$34K	Hold	800	–	–	0.01%	328
2021 Q4	$36K	Hold	800	–	–	0.01%	336
2021 Q3	$36K	Hold	800	–	–	0.01%	325
2021 Q2	$36K	Sell	800 -18,876	-96%	-$841K	0.01%	322
2021 Q1	$35	Buy	19,676 +18,876	+2,360%	+$822K	0.01%	322
2020 Q4	$35K	Hold	800	–	–	0.01%	292
2020 Q3	$33K	Sell	800 -648	-45%	-$26.6K	0.01%	289
2020 Q2	$58K	Buy	1,448 +3	+0.2%	+$116	0.02%	217
2020 Q1	$53K	Hold	1,445	–	–	0.02%	214
2019 Q4	$58K	Buy	+1,445	New	+$57.2K	0.02%	235

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Sugarloaf Wealth Management's AOM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2024 at 800 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #341.

Sugarloaf Wealth Management first reported a position in AOM in Q4 2019 and has held it in 21 quarters since. The position peaked at $58K in Q2 2020. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

Sugarloaf Wealth Management held 800 shares of iShares Core Moderate Allocation ETF worth $34.8K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2024.
iShares Core Moderate Allocation ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #341 holding.
Sugarloaf Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Core Moderate Allocation ETF position peaked at $58K in Q2 2020.
260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.