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

WealthPLAN 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
2023
Q4 		– Sell
-5,422
Closed -$211K – 322
2023
Q3 		$211K Sell
5,422
-10
-0.2% -$400 0.02% 294
2023
Q2 		$220K Sell
5,432
-10
-0.2% -$399 0.03% 281
2023
Q1 		$217K Sell
5,442
-201
-4% -$7.9K 0.02% 292
2022
Q4 		$224K Buy
+5,643
New +$214K 0.02% 359
2022
Q1 		$411K Buy
10,141
+1,079
+12% +$47K 0.03% 276
2021
Q4 		$400K Hold
9,062
– – 0.03% 279
2021
Q3 		$413K Hold
9,062
– – 0.03% 274
2021
Q2 		$412K Buy
9,062
+182
+2% +$8.11K 0.03% 254
2021
Q1 		$394K Sell
8,880
-2,400
-21% -$104K 0.03% 245
2020
Q4 		$492K Sell
11,280
-2,315
-17% -$97.5K 0.04% 218
2020
Q3 		$570K Sell
13,595
-827
-6% -$33.9K 0.06% 184
2020
Q2 		$596K Sell
14,422
-3,136
-18% -$121K 0.06% 165
2020
Q1 		$666K Sell
17,558
-3,224
-16% -$126K 0.09% 132
2019
Q4 		$851K Buy
20,782
+9,120
+78% +$361K 0.1% 120
2019
Q3 		$462K Buy
11,662
+5,759
+98% +$224K 0.06% 156
2019
Q2 		$229K Buy
+5,903
New +$226K 0.03% 215
2018
Q1 		– Sell
-14,225
Closed -$541K – 267
2017
Q4 		$541K Buy
14,225
+934
+7% +$35.7K 0.14% 118
2017
Q3 		$505K Buy
+13,291
New +$499K 0.14% 110
2016
Q3 		$374K Sell
10,452
-272
-3% -$9.74K 0.12% 101
2016
Q2 		$379K Buy
+10,724
New +$375K 0.05% 247
2015
Q4 		$440K Buy
+12,914
New +$445K 0.07% 170

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WealthPLAN Partners's AOM Position: Q4 2023 in Review

WealthPLAN Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 5,422 shares — an estimated $211K sold.

WealthPLAN Partners first reported a position in AOM in Q4 2015 and held it in 21 quarters. The position peaked at $851K in Q4 2019. 254 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

  • WealthPLAN Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5,422 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $211K.
  • WealthPLAN Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 21 quarters.
  • WealthPLAN Partners's iShares Core Moderate Allocation ETF position peaked at $851K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.