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Wealth Advisory Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealth Advisory Solutions’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
2021
Q3 		$464K Sell
10,370
-587
-5% -$26.6K 0.1% 111
2021
Q2 		$494K Hold
10,957
– – 0.12% 106
2021
Q1 		$0 Sell
10,957
-1,215
-10% -$52.9K ﹤0.01% 138
2020
Q4 		$525K Buy
+12,172
New +$512K 0.14% 91

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Advisory Solutions's AOM Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.4% in Q3 2021, selling an estimated $26.6K and leaving 10,370 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #111.

Wealth Advisory Solutions first reported a position in AOM in Q4 2020 and has held it in 4 quarters since. The position peaked at $525K in Q4 2020. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Wealth Advisory Solutions held 10,370 shares of iShares Core Moderate Allocation ETF worth $464K as of Q3 2021.
  • Wealth Advisory Solutions sold 587 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $26.6K.
  • iShares Core Moderate Allocation ETF made up 0.1% of Wealth Advisory Solutions's portfolio in Q3 2021, its #111 holding.
  • Wealth Advisory Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 4 quarters since.
  • Wealth Advisory Solutions's iShares Core Moderate Allocation ETF position peaked at $525K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.