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

Wealth Quarterback’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 		$12K Buy
267
+1
+0.4% +$45 0.01% 429
2021
Q2 		$12K Buy
+266
New +$11.9K 0.01% 430
2020
Q2 		– Sell
-259
Closed -$9.53K – 145
2020
Q1 		$9.53K Hold
259
– – 0.01% 482
2019
Q4 		$10.4K Buy
+259
New +$10.3K 0.01% 517

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Quarterback's AOM Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.38% in Q3 2021, buying an estimated $45 and bringing the position to 267 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #429.

Wealth Quarterback first reported a position in AOM in Q4 2019 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Wealth Quarterback held 267 shares of iShares Core Moderate Allocation ETF worth $12K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares Core Moderate Allocation ETF share in Q3 2021, an estimated $45.
  • iShares Core Moderate Allocation ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #429 holding.
  • Wealth Quarterback first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.