Number of Shares
97,221.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
0.18%
Total Estimate Gain
$513,419.63
% of Total Estimate Gain
3.38%

Focus Financial Network, Inc.'s iShares Core 40/60 Moderate Allocation ETF Holding Summary

As of 2025-06-30, Focus Financial Network, Inc. held 97,221.00 shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling $4.48 Mil. This investment constitutes 0.18% of their stock portfolio, and Focus Financial Network, Inc. now holds 0.29% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.

The initial trade took place in 2020Q3. And since then Focus Financial Network, Inc. has made 9 purchases of AOM, at an average price of $42.64, for a total of 356,721.00 shares. In addition, there have been 6 sales at an average price of $43.57 for 259,500.00 shares. Based on historical transaction data and AOM's current price of $45.44, Focus Financial Network, Inc.'s estimated gain on his AOM holdings is $513,419.63, reflecting a 3.38% gain to date.

Focus Financial Network, Inc. AOM ($45.44) Holding Chart

Focus Financial Network, Inc. AOM ($45.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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