VF
AOM icon

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

VitalStone Financial’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 		$677 Sell
15
-41
-73% -$1.8K ﹤0.01% 435
2024
Q2 		$2.41K Sell
56
-18
-24% -$762 ﹤0.01% 373
2024
Q1 		$3K Hold
74
– – ﹤0.01% 350
2023
Q4 		$3K Buy
74
+1
+1% +$40 ﹤0.01% 359
2023
Q3 		$3K Sell
73
-110
-60% -$4.4K ﹤0.01% 328
2023
Q2 		$6K Sell
183
-389
-68% -$15.5K ﹤0.01% 706
2023
Q1 		$25K Buy
572
+195
+52% +$7.66K 0.02% 151
2022
Q4 		$13K Buy
+377
New +$14.3K 0.01% 316

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 $812M AUM 29.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VitalStone Financial's AOM Position: Q3 2024 in Review

VitalStone Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 73% in Q3 2024, selling an estimated $1.8K and leaving 15 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #435.

VitalStone Financial first reported a position in AOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $25K in Q1 2023. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • VitalStone Financial held 15 shares of iShares Core Moderate Allocation ETF worth $677 as of Q3 2024.
  • VitalStone Financial sold 41 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $1.8K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #435 holding.
  • VitalStone Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's iShares Core Moderate Allocation ETF position peaked at $25K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.