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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return