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

Verus Financial 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
2024
Q2 		– Sell
-10,772
Closed -$461K – 97
2024
Q1 		$461K Sell
10,772
-5,534
-34% -$231K 0.05% 55
2023
Q4 		$675K Sell
16,306
-516
-3% -$20.5K 0.08% 47
2023
Q3 		$651K Sell
16,822
-1,011
-6% -$40.4K 0.08% 46
2023
Q2 		$725K Sell
17,833
-77
-0.4% -$3.07K 0.09% 45
2023
Q1 		$713K Sell
17,910
-1,952
-10% -$76.7K 0.1% 45
2022
Q4 		$793K Buy
19,862
+765
+4% +$29K 0.11% 42
2022
Q3 		$702K Sell
19,097
-4,235
-18% -$166K 0.11% 44
2022
Q2 		$923K Sell
23,332
-3,330
-12% -$135K 0.13% 39
2022
Q1 		$1.11M Buy
26,662
+285
+1% +$12.4K 0.16% 33
2021
Q4 		$1.2M Sell
26,377
-212
-0.8% -$9.61K 0.16% 31
2021
Q3 		$1.2M Sell
26,589
-616
-2% -$27.9K 0.18% 29
2021
Q2 		$1.22M Sell
27,205
-791
-3% -$35.2K 0.19% 28
2021
Q1 		$1.23M Buy
27,996
+326
+1% +$14.2K 0.19% 29
2020
Q4 		$1.2M Buy
+27,670
New +$1.16M 0.2% 27
2020
Q3 		– Sell
-26,881
Closed -$1.07M – 177
2020
Q2 		$1.07M Sell
26,881
-9
-0% -$347 0.23% 24
2020
Q1 		$988K Sell
26,890
-825
-3% -$32.3K 0.3% 23
2019
Q4 		$1.11M Buy
27,715
+501
+2% +$19.8K 0.34% 23
2019
Q3 		$1.07M Sell
27,214
-6,413
-19% -$250K 0.35% 21
2019
Q2 		$1.55M Buy
33,627
+4,809
+17% +$184K 0.52% 14
2019
Q1 		$1.1M Buy
28,818
+7,505
+35% +$278K 0.39% 16
2018
Q4 		$808K Hold
21,313
– – 0.29% 19
2018
Q3 		$808K Buy
21,313
+3,658
+21% +$138K 0.29% 19
2018
Q2 		$663K Buy
17,655
+3,540
+25% +$133K 0.25% 19
2018
Q1 		$533K Sell
14,115
-12,085
-46% -$460K 0.2% 24
2017
Q4 		$4.97M Buy
26,200
+18,897
+259% +$723K 1.82% 9
2017
Q3 		$277K Buy
7,303
+575
+9% +$21.6K 0.11% 40
2017
Q2 		$251K Sell
6,728
-165
-2% -$6.09K 0.1% 41
2017
Q1 		$251K Buy
+6,893
New +$248K 0.1% 44

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Verus Financial Partners's AOM Position: Q2 2024 in Review

Verus Financial Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 10,772 shares — an estimated $461K sold.

Verus Financial Partners first reported a position in AOM in Q1 2017 and held it in 28 quarters. The position peaked at $4.97M in Q4 2017. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • Verus Financial Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Verus Financial Partners sold 10,772 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $461K.
  • Verus Financial Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and held it in 28 quarters.
  • Verus Financial Partners's iShares Core Moderate Allocation ETF position peaked at $4.97M in Q4 2017.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on Verus Financial Partners's 13F filing for Q2 2024, filed 5 Aug 2024.