TS Financial Group (TSFG)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TS Financial Group (TSFG)’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 Q1	–	Sell	-1,400	Closed	-$58K	–	760
2023 Q4	$58K	Hold	1,400	–	–	0.02%	264
2023 Q3	$55K	Hold	1,400	–	–	0.02%	269
2023 Q2	$57K	Hold	1,400	–	–	0.02%	266
2023 Q1	$56K	Hold	1,400	–	–	0.02%	269
2022 Q4	$53K	Hold	1,400	–	–	0.02%	276
2022 Q3	$51K	Hold	1,400	–	–	0.02%	267
2022 Q2	$55K	Hold	1,400	–	–	0.02%	270
2022 Q1	$60K	Hold	1,400	–	–	0.02%	282
2021 Q4	$64K	Hold	1,400	–	–	0.02%	279
2021 Q3	$63K	Hold	1,400	–	–	0.02%	286
2021 Q2	$63K	Hold	1,400	–	–	0.03%	288
2021 Q1	$61K	Hold	1,400	–	–	0.03%	243
2020 Q4	$60K	Hold	1,400	–	–	0.03%	229
2020 Q3	$57K	Hold	1,400	–	–	0.03%	208
2020 Q2	$56K	Hold	1,400	–	–	0.04%	213
2020 Q1	$51K	Hold	1,400	–	–	0.05%	194
2019 Q4	$56K	Hold	1,400	–	–	0.04%	216
2019 Q3	$55K	Sell	1,400 -1,000	-42%	-$38.9K	0.04%	205
2019 Q2	$94K	Hold	2,400	–	–	0.08%	140
2019 Q1	$91K	Buy	+2,400	New	+$89K	0.08%	140

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 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

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

WFS

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TS Financial Group (TSFG)'s AOM Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 1,400 shares — an estimated $58K sold.

TS Financial Group (TSFG) first reported a position in AOM in Q1 2019 and held it in 20 quarters. The position peaked at $94K in Q2 2019. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

TS Financial Group (TSFG) reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 1,400 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $58K.
TS Financial Group (TSFG) first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 20 quarters.
TS Financial Group (TSFG)'s iShares Core Moderate Allocation ETF position peaked at $94K in Q2 2019.
234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.