Verus Capital Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Verus Capital 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
2020 Q1	$23K	Hold	626	–	–	0.01%	766
2019 Q4	$25K	Buy	+626	New	+$24.8K	0.01%	822

Other funds holding AOM

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

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

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Verus Capital Partners's AOM Position: Q1 2020 in Review

Verus Capital Partners held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2020 at 626 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #766.

Verus Capital Partners first reported a position in AOM in Q4 2019 and has held it in 2 quarters since. The position peaked at $25K in Q4 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

Verus Capital Partners held 626 shares of iShares Core Moderate Allocation ETF worth $23K as of Q1 2020.
Verus Capital Partners left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2020.
iShares Core Moderate Allocation ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #766 holding.
Verus Capital Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's iShares Core Moderate Allocation ETF position peaked at $25K in Q4 2019.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.