Summit Wealth & Retirement Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Summit Wealth & Retirement Planning’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 Q2	–	Sell	-35,828	Closed	-$1.54M	–	113
2022 Q1	$1.54M	Sell	35,828 -35,589	-50%	-$1.55M	0.54%	35
2021 Q4	$3.25M	Sell	71,417 -29,447	-29%	-$1.34M	1.11%	21
2021 Q3	$4.51M	Sell	100,864 -106,696	-51%	-$4.84M	1.65%	16
2021 Q2	$9.35M	Buy	207,560 +1,223	+0.6%	+$54.5K	3.46%	7
2021 Q1	$8.99M	Buy	206,337 +32,339	+19%	+$1.41M	3.34%	7
2020 Q4	$7.52M	Sell	173,998 -130	-0.1%	-$5.47K	2.85%	8
2020 Q3	$7.15M	Buy	174,128 +2,852	+2%	+$117K	3.07%	8
2020 Q2	$6.83M	Buy	171,276 +7,336	+4%	+$283K	3.2%	8
2020 Q1	$6.02M	Buy	163,940 +5,003	+3%	+$196K	3.22%	8
2019 Q4	$6.38M	Buy	+158,937	New	+$6.3M	2.84%	10

Other funds holding AOM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's AOM Position: Q2 2022 in Review

Summit Wealth & Retirement Planning sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 35,828 shares — an estimated $1.54M sold.

Summit Wealth & Retirement Planning first reported a position in AOM in Q4 2019 and held it in 10 quarters. The position peaked at $9.35M in Q2 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Summit Wealth & Retirement Planning reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 35,828 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $1.54M.
Summit Wealth & Retirement Planning first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 10 quarters.
Summit Wealth & Retirement Planning's iShares Core Moderate Allocation ETF position peaked at $9.35M in Q2 2021.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2022, filed 2 Aug 2022.