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

Archvest Wealth Advisors’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
2025
Q3 		– Sell
-5,615
Closed -$259K – 63
2025
Q2 		$259K Buy
5,615
+150
+3% +$6.63K 0.23% 50
2025
Q1 		$240K Sell
5,465
-869
-14% -$38.2K 0.2% 53
2024
Q4 		$275K Buy
6,334
+387
+7% +$17.2K 0.2% 50
2024
Q3 		$268K Sell
5,947
-5
-0.1% -$219 0.17% 52
2024
Q2 		$255K Sell
5,952
-4,528
-43% -$192K 0.17% 54
2024
Q1 		$446K Buy
10,480
+14
+0.1% +$585 0.32% 43
2023
Q4 		$434K Sell
10,466
-416
-4% -$16.5K 0.33% 40
2023
Q3 		$424K Sell
10,882
-1,846
-15% -$73.8K 0.34% 32
2023
Q2 		$514K Buy
12,728
+954
+8% +$38.1K 0.42% 29
2023
Q1 		$469K Sell
11,774
-21
-0.2% -$825 0.42% 29
2022
Q4 		$448K Sell
11,795
-286
-2% -$10.8K 0.44% 28
2022
Q3 		$442K Sell
12,081
-459
-4% -$18K 0.45% 28
2022
Q2 		$489K Sell
12,540
-99
-0.8% -$4K 0.49% 25
2022
Q1 		$543K Buy
12,639
+458
+4% +$19.9K 0.49% 25
2021
Q4 		$554K Buy
+12,181
New +$552K 0.48% 25

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Archvest Wealth Advisors's AOM Position: Q3 2025 in Review

Archvest Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 5,615 shares — an estimated $259K sold.

Archvest Wealth Advisors first reported a position in AOM in Q4 2021 and held it in 15 quarters. The position peaked at $554K in Q4 2021. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Archvest Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 5,615 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $259K.
  • Archvest Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 15 quarters.
  • Archvest Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $554K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Archvest Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.