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Sweet Financial Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sweet Financial Partners’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
-131,235
Closed -$5.64M – 169
2022
Q1 		$5.64M Buy
+131,235
New +$5.72M 1.51% 16

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's AOM Position: Q2 2022 in Review

Sweet Financial Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 131,235 shares — an estimated $5.64M sold.

Sweet Financial Partners first reported a position in AOM in Q1 2022 and held it in 1 quarter. The position peaked at $5.64M in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Sweet Financial Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 131,235 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $5.64M.
  • Sweet Financial Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Sweet Financial Partners's iShares Core Moderate Allocation ETF position peaked at $5.64M in Q1 2022.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Sweet Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.