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

Tradition 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
2023 Q2	–	Sell	-490	Closed	-$20K	–	1385
2023 Q1	$20K	Buy	+490	New	+$19.3K	﹤0.01%	826

Other funds holding AOM

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

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

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

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

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

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

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

WFS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tradition Wealth Management's AOM Position: Q2 2023 in Review

Tradition Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 490 shares — an estimated $20K sold.

Tradition Wealth Management first reported a position in AOM in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Tradition Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 490 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $20K.
Tradition Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 1 quarter.
Tradition Wealth Management's iShares Core Moderate Allocation ETF position peaked at $20K in Q1 2023.
217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.