Tyler-Stone Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-499	Closed	-$21.5K	–	343
2024 Q2	$21.5K	Buy	499 +1	+0.2%	+$42	0.01%	510
2024 Q1	$21.3K	Hold	498	–	–	0.01%	511
2023 Q4	$20.7K	Hold	498	–	–	0.01%	496
2023 Q3	$19K	Hold	498	–	–	0.01%	488
2023 Q2	$20K	Buy	+498	New	+$19.9K	0.01%	482
2022 Q4	$20K	Hold	528	–	–	0.01%	443
2022 Q3	$19K	Hold	528	–	–	0.01%	444
2022 Q2	$21K	Hold	528	–	–	0.01%	437
2022 Q1	$23K	Hold	528	–	–	0.01%	450
2021 Q4	$24K	Buy	+528	New	+$23.9K	0.01%	469

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

Tyler-Stone Wealth Management's AOM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 499 shares — an estimated $21.5K sold.

Tyler-Stone Wealth Management first reported a position in AOM in Q4 2021 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 499 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $21.5K.
Tyler-Stone Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Core Moderate Allocation ETF position peaked at $24K in Q4 2021.
235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.