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

WealthShield 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	-472	Closed	-$18.4K	–	479
2023 Q3	$18.4K	Hold	472	–	–	﹤0.01%	419
2023 Q2	$19.1K	Hold	472	–	–	﹤0.01%	421
2023 Q1	$18.8K	Buy	+472	New	+$18.5K	﹤0.01%	417
2020 Q4	–	Sell	-1,417	Closed	-$58K	–	302
2020 Q3	$58K	Hold	1,417	–	–	0.02%	298
2020 Q2	$56K	Sell	1,417 -200	-12%	-$7.72K	0.03%	246
2020 Q1	$59K	Hold	1,617	–	–	0.04%	186
2019 Q4	$65K	Hold	1,617	–	–	0.03%	205
2019 Q3	$64K	Hold	1,617	–	–	0.03%	193
2019 Q2	$63K	Hold	1,617	–	–	0.04%	173
2019 Q1	$62K	Hold	1,617	–	–	0.03%	183
2018 Q4	$58K	Hold	1,617	–	–	0.04%	157
2018 Q3	$61K	Buy	1,617 +54	+3%	+$2.04K	0.03%	161
2018 Q2	$59K	Hold	1,563	–	–	0.04%	154
2018 Q1	$59K	Buy	+1,563	New	+$59.5K	0.04%	148

Other funds holding AOM

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WealthShield Partners's AOM Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 472 shares — an estimated $18.4K sold.

WealthShield Partners first reported a position in AOM in Q1 2018 and held it in 14 quarters. The position peaked at $65K in Q4 2019. 254 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

WealthShield Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 472 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $18.4K.
WealthShield Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 14 quarters.
WealthShield Partners's iShares Core Moderate Allocation ETF position peaked at $65K in Q4 2019.
254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.