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WealthPlan Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-5,643
Closed -$225K – 448
2022
Q4 		$225K Sell
5,643
-190
-3% -$7.2K 0.02% 359
2022
Q3 		$229K Buy
+5,833
New +$228K 0.02% 331
2022
Q1 		$411K Buy
+10,141
New +$442K 0.03% 276

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WealthPlan Investment Management's AOM Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 5,643 shares — an estimated $225K sold.

WealthPlan Investment Management first reported a position in AOM in Q1 2022 and held it in 3 quarters. The position peaked at $411K in Q1 2022. 227 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,643 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $225K.
  • WealthPlan Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core Moderate Allocation ETF position peaked at $411K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.